Legal documents are essential for clarifying the terms and conditions of your relationship with Finhabits. They outline your rights, responsibilities, and the services provided, ensuring transparency and trust between you and the platform.
For instance, the Customer Relationship Summary provides an overview of the advisory services you will receive, while the ADV Part 2 details the fees and potential conflicts of interest. Familiarizing yourself with these documents can help you make informed financial decisions.
Finhabits offers several key legal agreements that govern your use of its services, each designed to protect both the user and the company. These agreements lay out the specifics of your financial engagement, ensuring that both parties understand their obligations.
Among these, the Finhabits Program Agreement details the terms of your participation in their financial wellness programs, while the Referral Agreement outlines the incentives for referring new users. Understanding these agreements is crucial for maximizing your benefits from the platform.
Finhabits recognizes the importance of accessibility, offering legal documents in both English and Spanish. This bilingual approach ensures that all users, regardless of their preferred language, can comprehend their legal rights and responsibilities.
By providing resources like the Acuerdo del Programa de Finhabits, Finhabits caters to a diverse audience, promoting inclusivity in financial wellness. This commitment to accessibility helps users feel more confident in navigating their financial journeys.
If you have questions or need clarification regarding any legal documents, Finhabits encourages you to reach out. Their dedicated support team is available to assist users with any legal inquiries related to their services.
You can contact Finhabits at 1-800-492-1175 or via email at support@finhabits.com. Prompt communication ensures that any concerns you have about your agreements or financial documents are addressed, enhancing your overall experience with the platform.