Legal · last updated
20 October 2026
The terms, in the order they matter.
The terms that apply when you use the Tranche website and app. Advisory services are governed by your signed advisory agreement.
Sample text for the Tranche template, written for a fictional company. Have every document reviewed by a lawyer and your compliance officer before you publish.
1. Who these terms are with
These terms are an agreement between you and Tranche Wealth, Inc., a registered investment adviser. By using this website or the Tranche app, you accept them.
If you become a client, your investment advisory agreement and our Form ADV also apply. Where they differ from these terms, the advisory agreement controls.
2. What the website is, and is not
The website describes our services. The households, figures, charts and moves shown on it are illustrative. They are not a record of real clients, not a forecast and not investment advice for you.
Nothing on this site is an offer to buy or sell any security, or advice suited to your situation, until you have signed an advisory agreement with us.
3. Eligibility and your account
To open an account you must be at least 18, a resident of the United States, and able to enter a binding contract. You agree to give accurate information and to keep it current.
You are responsible for keeping your sign-in details private. Tell us right away if you think someone else has used your account.
4. How advice is made
Our software reviews your holdings each morning and drafts proposed moves. A credentialed advisor reviews every draft and decides whether to sign, change or reject it. No trade is sent to your custodian without an advisor’s signature.
The software can be wrong, and so can people. You can ask your advisor about any move, and you can tell us at any time to ask you before acting on a given type of move.
5. Fees
Our advisory fee, billing schedule and the way it is deducted are set out in your advisory agreement and on our Fees page. Fund expenses, custodian charges and taxes are separate and paid to others.
6. Acceptable use
You agree not to copy, scrape or resell the site or app, try to reach data that is not yours, interfere with its operation, or use it to break any law.
7. Our content
The text, design, software and names on this site belong to Tranche or its licensors. You may read and print pages for your own use. Any other use needs our written consent.
8. Limits on our liability
The site is provided “as is”. To the extent the law allows, we are not liable for indirect or consequential losses arising from your use of the website.
Nothing in these terms limits any right you have under federal or state securities laws, or any duty we owe you as a fiduciary under your advisory agreement.
9. Ending your use
You can close your account at any time. We may suspend access to the website or app if you break these terms. Closing an account does not end the advisory agreement on its own; that agreement has its own termination terms.
10. Law and changes
These terms are governed by the laws of the State of New York and applicable federal law. We may update them; the date at the top of this page shows the latest version, and clients are told of material changes by email.
Questions about these documents?