Trust & Transparency

Terms

This is a plain-language summary of how Chapterwise may be used. It is not a replacement for the Terms of Use — the full document controls.

In short

Chapterwise is self-directed planning software. It provides estimates and illustrative options, not financial, tax, or investment advice.
Use only the households you are authorized to access. Household owners control membership and household deletion.
When an agreement is updated, you accept the current version at your next sign-in to keep using the product.
Subscriptions and feature access are determined by your entitlements; billing terms are shown at purchase.

The complete Terms of Use is the authoritative document. We cross-link to it here rather than duplicating its wording.