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Subscriptions and payments

Subscription, Billing and Refund Terms

These terms describe how WealthCloud360 handles paid services, billing authorization, renewals, pricing changes, payment failures, and refund treatment for digital services and platform access.

Document details
Effective date April 15, 2026
Contact
support@wealthcloud360.com
partners@wealthcloud360.com
(800) 200-1499
25108 Marguerite Pkwy Ste A306, Mission Viejo, CA 92692
On this page
1 3.1 Paid Services 2 3.2 Billing Terms 3 3.3 Renewal 4 3.4 Price Changes 5 3.5 Suspension for Nonpayment 6 3.6 Refund Policy 7 3.7 Third-Party Purchases
Legal section

3.1 Paid Services

Certain features, memberships, advisor tools, premium dashboards, AI automations, data services, or partner network offerings may require payment under a separate order form, pricing page, invoice, proposal, or subscription checkout flow.

Legal section

3.2 Billing Terms

By purchasing a paid service, you authorize WealthCloud360 or its payment processor to charge the applicable fees, taxes, and recurring subscription amounts using your selected payment method.

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3.3 Renewal

Unless otherwise stated in writing, subscriptions automatically renew for the same billing cycle until cancelled before the renewal date.

Legal section

3.4 Price Changes

We may change pricing for future billing periods by providing advance notice as required by applicable law or contract.

Legal section

3.5 Suspension for Nonpayment

We may suspend or terminate access to paid services for failed payments, chargebacks, or overdue invoices.

Legal section

3.6 Refund Policy

Because the Platform primarily provides digital services, software access, onboarding, data processing, and professional coordination, payments are generally non-refundable once access or work has begun. Exceptions may be granted in WealthCloud360's sole discretion for duplicate charges, documented billing errors, or legally required refunds.

Legal section

3.7 Third-Party Purchases

WealthCloud360 is not responsible for refunds or credits relating to products or services purchased directly from third-party partners, vendors, advisers, or resellers.

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WealthCloud360 is a privately owned, U.S.-registered, AI-powered Virtual Family Office platform. WealthCloud360 provides technology, coordination, and access to professional resources. We do not manage client funds, hold custody of assets, or provide personalized investment advice. WealthCloud360 does not participate in the management of user accounts within Community or partner platforms. All financial, legal, tax, and investment services are provided solely by appropriately licensed professionals or institutions.

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