Terms, privacy & risk.
This page provides general terms for use of the Heritage AI website, a summary of how information may be handled, and important market-risk disclosures. Last updated August 4, 2026.
1. Terms of service
Eligibility and account information
You must be legally able to enter into an agreement in your jurisdiction and provide accurate information. You are responsible for protecting account credentials and notifying the service provider of unauthorized access.
Services
Heritage AI presents market information, AI-assisted research tools and portfolio context. Availability can vary by region. The website does not guarantee access to any specific financial service, market or transaction.
Prohibited conduct
- Do not use the services for illegal activity, fraud, money laundering or sanctions evasion.
- Do not manipulate markets or interfere with platform operations.
- Do not provide false information, impersonate another person or violate third-party rights.
- Do not reverse engineer or distribute proprietary technology without permission.
Service limitations
Services and information are provided on an “as available” basis. AI analysis, market data and other information may be delayed, incomplete or incorrect. No content on this site guarantees a financial outcome.
2. Privacy policy
Information submitted through forms may include your name, email, telephone number and communication preferences. Technical information may include IP address, device information and website usage data.
How information may be used
- To respond to requests and provide information about services.
- To maintain security, prevent fraud and satisfy legal obligations.
- To operate, analyze and improve the website and its communications.
- To respect applicable privacy, access and deletion rights.
Personal information should be retained only as needed for the purposes described above or as required by law. It should not be sold. Service providers should process it under appropriate contractual and security safeguards.
3. Risk disclosures
Market activity is speculative and involves substantial risk. You may lose some or all of the capital involved. Past performance does not predict future results.
- Volatility: prices can move rapidly and without warning.
- AI limitations: models depend on data and assumptions and can produce inaccurate or unsuitable outputs.
- Technology and cybersecurity: outages, bugs, malicious activity and compromised credentials may cause loss.
- Liquidity and counterparty risk: assets may be difficult to sell or transfer, and third parties may fail.
- Regulatory and tax risk: rules differ by location and may change.
- No personal advice: website information is general and does not account for your circumstances.
Consider obtaining independent financial, legal and tax advice before making decisions.
4. Contact
For questions about these terms or the handling of information, contact support@heritage-investments.us.