Synced Accounts Sample Clauses
Synced Accounts. In order for Betterment to learn more about Limited Client’s financial circumstances, Betterment may offer financial account aggregation services via the Interface (“Aggregation Services”). Use of the Aggregation Services is completely voluntary and at Limited Client’s option. As part of the Aggregation Services, Betterment, acting as your authorized agent, will retrieve certain financial account information, such as your account balances and holdings, from financial institutions you designate using a third-party service called Plaid (“Synced Accounts”). By using Plaid to connect a checking account as one of Limited Client’s Synced Accounts, Limited Client acknowledges and agrees that Betterment will collect data about cash outflows from that account. Limited Client understands and agrees that use of Aggregation Services is subject to ▇▇▇▇▇’s terms and conditions, which may impose important limitations on the circumstances and degree of ▇▇▇▇▇’s liability. Limited Client understands and agrees that Betterment’s recommendations and other services will not be based on Synced Accounts (or any financial accounts) except as specifically disclosed in the Interface. Disclosures and Assumptions. Simple Services are based solely on information provided by the Limited Client in response to specific questions, data based on Synced Accounts (if any), and the assumptions shown or selected with respect to each feature. Though we believe our assumptions to be reasonable, Client understands and agrees that assumptions involve uncertainties and are subject to change based on various factors and market conditions. Simple Services do not serve, either directly or indirectly, as legal or tax advice.
