Legal documents
Terms, privacy, and customer policies.
Effective August 2, 2026.
Terms of Service
Terms governing access to and use of Financial Portfolio Manager.
Review →Privacy Policy
How Financial Portfolio Manager collects, uses, shares, and protects information.
Review →Refund and Cancellation Policy
How trials, renewals, cancellation, plan changes, and refunds work.
Review →Financial Information Disclaimer
Important limits on Financial Portfolio Manager’s financial organization and reference information.
Review →Data Retention and Deletion Policy
How long SWB Technologies keeps account, billing, quarantine, support, and backup data.
Review →Cookie Policy
How Financial Portfolio Manager uses cookies and similar browser storage.
Review →Customer Support Policy
Support email, safety, and request handling.
Review →