Professional User Agreement

1. Eligibility

You represent that you are a licensed professional in good standing in every jurisdiction in which you advise clients via the Platform, and that your use of the Platform complies with the rules of every regulator and self-regulatory organization that supervises you (including, where applicable, the SEC, FINRA, state insurance and bar regulators, and your firm's compliance program).

2. Sole responsibility for advice

All investment, insurance, tax, and legal advice rendered to a client via the Platform is solely your responsibility. WealthScan provides no advice, makes no suitability determinations, and is not a fiduciary to your clients. Reg BI, fiduciary, suitability, and similar duties remain entirely with you.

3. Pre-publish acknowledgment

Before any AI-assisted recommendation, Strategy Map, or Vault item is delivered to a client, you must (a) review the output for suitability and compliance, and (b) check the on-screen acknowledgment confirming your review. We log each acknowledgment with timestamp, user agent, and your user ID for your audit trail.

4. Data minimization & client consent

You will only access client data through the explicit pillar-level grants the client has approved, and you will not retain client data outside the Platform except as required by law or your firm's record-keeping obligations.

5. Disclosures & calculations

You are responsible for the accuracy and completeness of every calculator, disclosure, and projection you publish. The Platform's calculators and AI assistants are working tools; you must independently verify their inputs and outputs before sharing.

6. Indemnification

You agree to defend, indemnify, and hold harmless WealthScan and its affiliates from any claim arising out of advice you render or content you publish via the Platform.

7. Termination

We may suspend or terminate your access if we reasonably believe your use puts clients, the Platform, or other users at risk.

Questions? compliance@wealthscan.ai