DIY FinanceTrust Center
Welcome to the DIY Finance Trust Center.
The Trust Center explains how DIY Finance approaches privacy, security, transparency, automated systems, financial education and guidance, accessibility, responsible data use, and Member control.
DIY Finance is a digital financial-well-being and education platform. General membership does not create a regulated professional relationship unless a separate written agreement expressly provides one.
Principles
Trust principles
- Collect and use information for legitimate service, security, support, personalization, analytics, and legal/compliance purposes.
- Minimize unnecessary exposure of sensitive financial information.
- Use reasonable administrative, technical, and physical safeguards.
- Explain material assumptions, limitations, compensation relationships, and automated outputs where they affect Member decisions.
- Allow Members to correct material information and manage supported connections.
- Maintain durable legal and trust language as technology, vendors, and product interfaces evolve.
- Deliver routine legal and service notices electronically to the extent permitted by law.
Material contractual rights and obligations are governed by the Membership Agreement, Terms of Service, Privacy Policy, Electronic Communications Consent, applicable paid-membership terms, and any separate regulated-service agreements.
The library
Every document, published in full
Version 2.2, effective September 9, 2026 — each page carries the complete text.
Trust Center documents
Security
The administrative, technical, and physical safeguards designed to protect Member information and service availability.
Transparency
How material assumptions, limitations, financial calculations, automated systems, and compensation arrangements are explained.
Accessibility Statement
The commitment to digital services usable by people with disabilities, targeting WCAG 2.2 Level AA for web experiences.
Automated Systems Transparency
How automated systems, machine learning, and governed computational methods support the service — durably and technology-neutrally.
Financial Education & Guidance Disclosure
What educational content, tools, estimates, scenarios, and general guidance are — and the regulated professional advice they are not.
Privacy
Legal agreements
Terms of Service
The terms governing access to and use of DIY Finance websites, applications, content, and services.
Electronic Communications Consent
How legally required records may be provided electronically, and your paper-copy and withdrawal rights.
Affiliate & Compensation Disclosure
How compensation from partners, affiliates, and commercial relationships is disclosed.
Member Center documents
The ten documents that govern day-to-day membership. Members can also reach them — and every support channel — through the Member Service Center.
Membership Overview
The membership options, the Member ID, and the digital relationship.
Membership Agreement
The agreement governing the relationship between DIY Finance and each registered Member.
Member Rights & Responsibilities
What Members can expect, and what Members are responsible for.
Member Service Center
What support assists with, and how a formal Notice of Dispute begins.
Account & Security
Authentication, account protection, and reporting unauthorized access.
Financial Data & Connections
Manual entry, third-party connections, corrections, and disconnection.
Automated Systems
How automated and AI systems support Member experiences — and their limits.
DIY Finance Live
The optional paid entitlement adding live human support, and its boundaries.
Paid Membership, Renewal & Cancellation Terms
Disclosure before purchase, renewal notices, cancellation, and refunds.
Future Regulated Services
How any future regulated financial service would be separately governed.
Enterprise
Contact