Disclosures — LevelFi

Template notice: This page is a starting template to help LevelFi launch. It is not legal advice. Have a qualified attorney review and tailor it to your business and jurisdiction before relying on it.

Not financial advice

LevelFi is a financial-education platform. All lessons, levels, simulations, examples, and figures are provided for general informational and educational purposes only. Nothing in the Service is a recommendation to buy, sell, or hold any security, asset, or financial product, and nothing should be treated as personalized financial, investment, tax, or legal advice.

No professional relationship

Using LevelFi does not create an advisory, brokerage, or fiduciary relationship between you and LevelFi. Before making financial decisions, consult a licensed financial advisor, accountant, or attorney who can consider your individual circumstances.

Investing involves risk

All investing carries risk, including the possible loss of principal. Past performance is not indicative of future results. Markets — including stocks, real estate, and crypto assets — can be volatile, and crypto assets in particular can be highly speculative.

Simulations are not real

Practice portfolios, budgets, and challenges within LevelFi use simulated or illustrative data. They do not involve real money and do not reflect the results you would obtain in real markets.

Third-party content

The Service may reference or link to third-party content. We are not responsible for the accuracy or practices of third parties, and any reliance on such content is at your own risk.

Questions

For questions about these disclosures, email hello@levelfi.co.