Straightforward terms. Your data, your choices.
Every document starts with a plain-English summary, followed by the full terms. Nothing is hidden in fine print.
Where Everwise is today
You can connect your bank through Stripe with read-only access, or explore with demo data. Payments, transfers and Autopilot actions are simulated: Everwise doesn't move real money, execute real investments or pull live credit reports, and it isn't a bank, brokerage, credit bureau or investment adviser.
Policies & disclosures
Terms of Service
The agreement between you and Everwise for using the service.
Privacy Policy
What information Everwise collects, why, and the choices you have.
Financial Disclaimer
What Everwise can and can't do for your finances.
Electronic Communications Consent
How Everwise sends you notices, alerts and disclosures.
Data & Security
How Everwise protects your account and information.
Cookie Preferences
The cookies Everwise uses and how to control them.
AI Use & Limitations
How Everwise generates insights and recommendations, and their limits.
Future features
How Everwise will ask for your permission before any of these become real.
Cookie preferences
Essential cookies are always on. Everything else is your call.
Privacy controls
Download your data, manage communications, or delete your account.
Open privacy settings