There are two sets. One covers advisory firms and the teams who build service plans. The other covers the clients those service plans are built for - their information reaches us through their advisor, so it is handled differently.
All four documents effective July 1, 2026 · Last updated August 10, 2026
The contracting party is the firm, not any individual advisor. These apply to everyone at the firm who signs in to the platform.
What we collect about advisors and firms, how it is used, where it is stored, and how to exercise your privacy rights.
Updated August 10, 2026Accounts, subscription and payment, permitted use, what must never be entered into the platform, intellectual property, and dispute resolution.
Updated August 10, 2026If your advisor has given you a link to your service plan, these are the two that apply to you. They sit alongside the Service Plan Consent your advisor asked you to sign - that consent covers your relationship with your advisor, these cover the technology.
What information about you reaches us, where it comes from, who it is shared with, and how long it is kept.
Updated August 10, 2026What Living My Plan is and is not, how to access your service plan safely, and what we are and are not responsible for.
Updated August 10, 2026