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Terms of Service

  1. tos-2026-10-19

    Published October 19, 2026 · takes effect January 15, 2027 for existing customers

    Replaces the website terms with one Terms of Service: general terms, client terms (Part B) and advisor platform user terms (Part C).

    Download PDFFingerprint 185226e3
  2. tos-2024-01-01

    In effect January 1, 2024 to January 15, 2027

    Website terms in effect before HealthPlanner 2.0.

    Download PDFFingerprint 87fd4442