Relationship Disclosure
This document explains the nature of our service relationship with you as a Fidelock user, our role as a financial management platform provider, and important disclosures about our services.
1. Our Role as Service Provider
What We Do
Fidelock provides financial management tools and services. We operate as a technology platform that:
- Provides Software Tools: Financial tracking and management applications
- Processes Your Data: Organizes and analyzes your financial information
- Offers Support: Technical assistance and customer service
- Maintains Security: Protects your data with appropriate security measures
2. Nature of Our Relationship
Client-Service Provider Relationship
Our relationship with you is based on providing comprehensive financial management platform services:
- Platform Provider: We provide cross-platform financial management tools
- Data Organization: We help organize and track your financial information
- Analytics Provider: We deliver financial insights and reporting tools
- Support Provider: We offer technical assistance and customer service
We do not provide investment advice, financial planning, or manage your assets.
3. What We Don't Do
It's important to understand the limitations of our services:
- No Investment Management: We do not buy, sell, or manage investments on your behalf
- No Financial Advice: We do not provide personalized financial planning or investment recommendations
- No Banking Services: We are not a bank and do not offer banking or credit services
- No Tax Services: We do not prepare taxes or provide tax advice
4. Service Fees and Payment
How We Are Compensated
We are compensated directly by users through subscription fees for our services.
We do not receive commissions from third parties based on your financial decisions.
Our compensation structure is transparent and designed to align our interests with providing quality financial management tools and services to you.
5. Conflicts of Interest
We are committed to transparency in our business relationships:
- Direct Payment Model: We are compensated by you, not by third parties
- Service Levels: Different subscription tiers receive different levels of service
- Data Usage: We may use anonymized data to improve our services
Our Commitment: We prioritize providing quality service and maintaining your trust above all commercial relationships.
6. Data Usage and Privacy
How We Handle Your Data
Your financial data is treated with the highest level of care:
- Access Rights: We access your financial data only as necessary to provide our services
- Data Security: Industry-standard encryption and security protocols protect your information
- Data Retention: We retain your data only as long as necessary for service delivery
- Sharing Limitations: Personal data is not sold or shared without your explicit consent
- Aggregated Analytics: Anonymous, aggregated data may be used for product improvements
7. Your Rights and Responsibilities
As a user of our platform, you have specific rights and responsibilities:
- Data Control: You control your financial data and can export or delete it
- Account Security: You are responsible for protecting your login credentials
- Accurate Information: Provide accurate information and review data regularly
- Independent Decisions: Make your own financial decisions based on your circumstances
- Terms Compliance: Follow our Terms of Service and platform guidelines
8. Regulatory Compliance
We operate in compliance with applicable laws and regulations, including data protection, consumer protection, and financial industry standards where applicable.
9. Questions and Support
If you have questions about our service relationship or need assistance:
- Contact our support team through the platform
- Review our Terms of Service and Privacy Policy
- Access help documentation and tutorials
- Provide feedback to help us improve our services
Last updated: September 22, 2025
This disclosure is designed to help you understand our role as a service provider and make informed decisions about using our platform.