These terms govern your use of BeyondInvest. By connecting an account or using the app, you agree to them.
What BeyondInvest is
BeyondInvest is a personal finance tool that aggregates your financial accounts to show balances, transactions, net worth, and what's safe to spend. It is an informational tool to help you understand your own money.
Not financial advice. BeyondInvest provides information, not advice. Nothing in the app is a recommendation to buy, sell, or hold any security or to take any financial action. It is not investment, tax, legal, or accounting advice. For decisions about your money, consult a qualified professional.
Connecting your accounts
To use the app, you authorize BeyondInvest to connect to your financial institutions through Plaid and to retrieve your account data on your behalf. You confirm that the accounts you connect are yours and that you have the right to connect them.
Accuracy of information
The data shown comes from your financial institutions through third-party providers. It may be delayed, incomplete, or occasionally inaccurate. Always treat your bank, broker, and card statements as the source of truth. Don't rely solely on BeyondInvest for time-sensitive or high-stakes decisions.
Acceptable use
- Use the app only for your own lawful, personal purposes.
- Don't attempt to access data that isn't yours, disrupt the service, or reverse-engineer it for misuse.
Your data
Your information is handled as described in our Privacy Policy.
Disclaimers and limitation of liability
The app is provided "as is," without warranties of any kind. To the maximum extent permitted by law, BeyondInvest is not liable for any losses or damages arising from your use of the app or from reliance on the information it displays.
Changes
We may update these terms from time to time. Continued use after an update means you accept the revised terms. The "Last updated" date above reflects the latest version.
Contact
Questions about these terms? Email hello@beyondinvest.io.