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Terms of Service

Effective Date: December 18, 2025

These Terms of Service (the "Terms") are a binding agreement between Truv Inc. (the "Company," "we," "us," or "our"), and each individual or entity who accesses or uses the website located at https://mytruv.com (the "MyTruv"), our web application, and any mobile applications we make available (collectively, the "Services"). Via the Services Truv provides a personal finance information management tool that helps users view, organize, analyze, track, and monitor their financial information in one place.

By creating an account via MyTruv, clicking "Continue" (or similar), downloading or using our mobile application, and/or accessing or using the Services, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, do not access or use the Services.

1. Definitions

For ease of reference, the following terms will have the meanings given below:

  • "Account" means the user's registered account for the Services created by or for you.
  • "Applicable Law" means all applicable laws, rules, and regulations, including New York law, U.S. federal law, and any mandatory consumer protection rules.
  • "Data Provider" or "Third-Party Data Connector" means any third-party data aggregation or connectivity provider or API that Truv engages to retrieve data from Linked Accounts.
  • "Financial Accounts" or "Linked Accounts" means the third-party financial accounts that you choose to connect to the Services, including bank accounts, payroll, and other accounts.
  • "Subscription" means a paid plan for the Services, including any free trial, promotional offer, or in-app purchase associated with the Services.
  • "User Content" means any content that you submit, upload, create, categorize, tag, annotate, or otherwise provide to or through the Services.

2. Eligibility and Account Registration

2.1. Eligibility

You must be at least 18 years old to use the Services. The Services are not intended for children. You may not use the Services if you are barred under Applicable Law or are subject to U.S. or other applicable embargo, sanctions, or export restrictions.

2.2. Registration and Account Information

To access certain features, you must register for an Account. You agree to provide accurate, current, and complete information and to keep such information updated. You are responsible for all activities that occur under your Account. You must maintain the confidentiality and security of your login credentials and not share them with others. Accounts are personal to you and are non-transferable.

2.3. Security Incidents

You must promptly notify us at support@truv.com if you suspect unauthorized access to your Account or any security incident involving your Account or the Services.

3. Service Description and Scope

3.1. Overview

The Services are a read-only personal finance information management tool that aggregates and displays information from Linked Accounts you connect so you can view, organize, analyze, track, and monitor your financial information in one place.

3.2. No Funds Movement

We do not initiate, process, or execute transfers, payments, or other transactions on your behalf. We are not a money transmitter or provider of electronic fund transfer services.

3.3. No Advice

The Services are for informational purposes only and are not financial, investment, legal, tax, or other professional advice. We do not provide any fiduciary services. You should consult qualified professionals for advice tailored to your situation.

3.4. Availability and Changes

We may modify or discontinue features, functionality, or components of the Services at any time, with or without notice. The Services may be unavailable from time to time due to maintenance, upgrades, outages, or other reasons.

4. AI Guide and Automated Features

4.1. Informational and Financial Management Support Only

The Services include a feature that works as an automated, artificial intelligence-powered (the "AI Guide") that provides real-time responses, explanations, and insights intended to help users understand, navigate, and organize their use of the Services and their financial information.

The AI Guide is provided for informational and organizational purposes only. Responses may be incomplete, inaccurate, outdated, or based on assumptions or limited context, and should not be relied upon as definitive or complete.

4.2. No Professional or Fiduciary Advice

The AI Guide does not provide financial planning, investment advice, legal advice, tax advice, or fiduciary services. Any insights or suggestions are general and informational only.

4.4. No Reliance

You acknowledge that any decisions you make based on AI-generated information are made at your own risk, and We or the Services shall not be responsible for outcomes resulting from reliance on such information.

5. Data Access Authorization (Read-Only Aggregation)

5.1. User Consent

By connecting Linked Accounts, you authorize Truv as your agent to access, retrieve, refresh, aggregate, and use read-only data from the Linked Accounts you select, connect or authorize solely to provide, operate, maintain, improve, and support the Services.

5.2. Limited Authority

For the sole purpose of accessing authorized third-party data, you grant Us a limited power of attorney to act on your behalf via the Services. You do not grant us any authority to move money, initiate transactions, change settings on your Linked Accounts.

5.5. Revocation and Disconnecting

You may disconnect a Linked Account at any time via Account settings. After disconnection, the Services will stop refreshing data from that Linked Account. We may retain historical data as permitted by our Privacy Policy and Applicable Law.

6. User Content and Data Use

6.1. Ownership

As between you and Truv, you retain ownership of your User Content and your personal data. Truv does not claim ownership of data retrieved from your Linked Accounts.

6.2. License to Operate the Services

You grant Truv a worldwide, non-exclusive, royalty-free, transferable, and sublicensable license to host, store, process, analyze, format, modify for display, and otherwise use your User Content and data from your Linked Accounts solely to provide, operate, maintain, secure, troubleshoot, and improve the Services.

6.4. Data Export and Deletion

Where available, you may download or export certain data from the Services. You may request deletion of your Account and associated personal data in accordance with our Privacy Policy and Applicable Law by contacting support@truv.com or via Account settings.

7. Prohibited Uses and Acceptable Use Rules

You must use the Services only for lawful purposes and in compliance with these Terms. Without limiting the foregoing, you must not:

  • use the Services for any illegal purpose or in violation of any third-party rights, terms, or policies;
  • access or attempt to access any other user's data or any non-public areas of the Services without authorization;
  • reverse engineer, decompile, disassemble, or otherwise attempt to derive source code from the Services;
  • interfere with or disrupt the operation, performance, or security of the Services;
  • resell, sublicense, lease, or provide the Services to third parties without our prior written consent;
  • use the Services or any Truv's confidential information or intellectual property to build a competing product or service; or
  • share your login credentials or fail to maintain reasonable security on your devices.

8. Payment Terms, Subscriptions, Free Trials, and Auto-Renewal

8.1. Pricing and Plans

We may offer various plans (monthly, annual, or other periods) with different features. Current plan names, features, and pricing are disclosed at the time of purchase and in your Account settings.

8.2. Free Trials

For paid plans we may offer free trials for a stated period of time with specified features. Unless you cancel before the end of the trial, your Subscription will automatically convert to a paid, auto-renewing Subscription at the then-current rate disclosed at signup.

8.3. Auto-Renewal

Your paid Subscriptions automatically renew for successive periods equal to the initial term (e.g., monthly or annually) and you will be charged the then current price, including any applicable taxes, unless you cancel.

8.6. Cancellations

You may cancel your Subscription at any time via your Account settings. Upon cancellation, you will continue to have access to the paid features through the end of your current paid period, and future charges will stop.

8.7. Refunds

Except where required by law or expressly stated otherwise, fees are non-refundable, and we do not provide partial or prorated refunds.

9. No Financial Advice

9.1. No Advisory Relationship

The Services are informational only and do not constitute financial, investment, legal, tax, or other professional advice. Truv does not act as a fiduciary, advisor, or broker.

9.3. Accuracy

You acknowledge that data may be incomplete, outdated, or inaccurate, and you are solely responsible for your use of the data and any decisions you make based on it.

10. Intellectual Property

10.1. Truv IP

The Services, including software, technology, user interfaces, designs, text, graphics, images, and other materials provided by Truv (excluding User Content and third-party content), are owned by Truv and are protected by intellectual property laws.

10.2. Limited License

Subject to these Terms, Truv grants you a limited, revocable, non-exclusive, non-transferable, non-sublicensable, personal license to install and use the Services solely for your personal finance management purposes.

14. Warranties; Disclaimers

THE SERVICES AND ALL CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, OR RELIABILITY. WITHOUT LIMITING THE FOREGOING, MYTRUV DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR THAT DATA FROM THIRD PARTIES WILL BE TIMELY, COMPLETE, OR ACCURATE. MYTRUV MAKES NO PROMISES REGARDING ANY FINANCIAL OUTCOMES, SAVINGS, RETURNS, APPROVALS, OR OTHER RESULTS.

15. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL TRUV OR ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR SUPPLIERS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST SAVINGS, LOST DATA, OR BUSINESS INTERRUPTION, ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

17. Dispute Resolution; Arbitration

17.1. Informal Resolution

Before initiating arbitration, the parties will attempt in good faith to resolve any dispute, controversy, or claim arising out of or relating to these Terms or the Services by contacting support at legal@truv.com and engaging in an informal resolution process for thirty (30) days.

17.2. Binding Arbitration

If the Dispute is not resolved within the 30-day period, it will be resolved by binding arbitration administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules then in effect. The seat and venue of arbitration will be New York, New York.

17.4. Class Action Waiver

YOU AND TRUV AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, REPRESENTATIVE, OR PRIVATE ATTORNEY GENERAL PROCEEDING.

17.9. Governing Law

These Terms are governed by the laws of the State of New York, without regard to its conflicts of law principles.

21. General Terms

21.5. Entire Agreement

These Terms, together with any incorporated policies (including the Privacy Policy), plan or Subscription-specific terms presented at purchase, and applicable platform terms, constitute the entire agreement between you and Truv regarding the Services.

Contact Information

For questions about the Services or these Terms, contact us at:

Email: support@truv.com