Legal

Terms of use

Last updated November 5, 2026

These terms cover your use of this website. Services for partner firms are governed by a separate written agreement.

Acceptance of these terms

By using this website, you agree to these terms. If you do not agree, please do not use the site.

About this website

This website describes the services EquityNav offers to professional firms. Information on the site is provided for general purposes and may change without notice.

No tax, legal or investment advice

Nothing on this website is tax, legal or investment advice. Sample plans, figures and scenarios shown on the site are illustrative only and should not be relied on for any decision.

Services for partner firms

Planning services are provided only to professional firms under a separate written agreement. That agreement, not these terms, governs the services, fees, responsibilities and handling of client data.

Acceptable use

When using this site, you agree not to:

  • Submit false or misleading information
  • Attempt to gain unauthorized access to the site or its systems
  • Interfere with the site's normal operation

Intellectual property

The content, design and trademarks on this website belong to EquityNav or its licensors and may not be copied or reused without permission.

Disclaimer and limitation of liability

This website is provided “as is” without warranties of any kind. To the extent permitted by law, EquityNav is not liable for any damages arising from your use of the site.

Governing law

These terms are governed by the laws of the State of California, without regard to its conflict of law rules.

Changes

We may update these terms from time to time. Continued use of the site after changes means you accept the updated terms.

Contact

Questions about these terms can be sent to support@equitynav.io.