Future Investment Disclosures
Version 0.1Last updated September 22, 2026Future feature — not currently active
In plain English
- Everwise does not execute real trades or hold real investments. The investing features are simulations.
- Investment projections use assumed returns and are for illustration only.
- If real investing is ever added, it would come with regulated partners, separate agreements and specific disclosures.
Full details
Current status
Everwise is not a broker-dealer, custodian or registered investment adviser. Investment balances, contributions and portfolios shown in Everwise are simulated and illustrative, and are not a guarantee of future returns.
What real investment functionality may require
- A regulated brokerage and/or custodian partner to hold assets and execute trades.
- Additional user agreements with Everwise and with those partners.
- Risk disclosures, including the risk of losing money.
- Suitability or investor-profile information, where required.
- Regulatory disclosures, such as fees, conflicts of interest and relationship summaries, where required.
- An investment-specific authorization before any trade or transfer.