Wealth-as-a-Service Agreement

Effective Date:

April 1, 2024

Complaint Resolution

Conflict of Interest Disclosure

Use the button bellow to download the agreement.

Tomorrow's
Technology.

Today's Wealth.

OneVest is SOC 2 Type II compliant

Manage Consent Preferences by Category

Essentials

Always active

Necessary for the site to function. Always On.

Marketing

These items are used to deliver advertising that is more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement and measure the effectiveness of advertising campaigns. Advertising networks usually place them with the website operator’s permission.

Personalization

These items allow the website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features. For example, a website may provide you with local weather reports or traffic news by storing data about your current location.

Analytics

These items help the website operator understand how its website performs, how visitors interact with the site, and whether there may be technical issues. This storage type usually doesn’t collect information that identifies a visitor.

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