Terms and Conditions
Heartland Financial USA, Inc., agrees to provide Client(s) access to its SAVVY personal financial information and wealth management software. Client’s access to SAVVY will include access to and use of the SAVVY website. Heartland Financial USA, Inc., through its Representatives, will provide Client(s) with maintenance services related to Client’s personal SAVVY website, such services may include manual entry of financial data to the website, uploading and maintenance of financial documents electronically stored on the website, support of the aggregation function of SAVVY that permits Client(s) to view consolidated financial information from accounts at various financial institutions, and ongoing customer support and training related to SAVVY.
Client(s) acknowledges that the services to be provided by Heartland Financial USA, Inc., and their affiliates pursuant to this Agreement relate solely to the use and maintenance of Client’s SAVVY website and do not constitute investment or financial planning advice. If Client wishes to engage Heartland Financial USA, Inc., and their affiliates, along with a Representative to provide financial planning or investment advice, a separate agreement setting out the scope of related services and fees will be required amount the client(s), Heartland Financial USA, Inc, and their affiliates and the Representative. Client further acknowledges that Heartland Financial USA, Inc., and Representatives do not provide tax, accounting, or legal advice. In making legal tax, or accounting decisions, Client(s) will consult with and rely on Client’s own advisors and not Heartland Financial USA, Inc., and their Representatives.
Client(s) agrees to be bound by the terms of this Agreement and the Terms of Service accepted by this Client when entering the SAVVY website. Such Terms of Service (as may be amended from time to time as provided therein) are made a part of this Agreement. Heartland Financial USA, Inc., and their affiliates makes no representation or warranty, express or implied, with respect to the services, products, information, data, or training provided under the terms hereof, including, but not limited to, implied warranties or conditions of merchantability, quality and fitness for a particular purpose and those arising by statute or otherwise in law or from the course of dealing or usage of trade, and shall not be liable in any manner whatsoever, for any reason, including force majeure, for any lost profits, losses, punitive, incidental or consequential damages. Neither Heartland Financial USA, Inc., or its third party vendors guarantee the timeliness, sequence, accuracy or completeness of any products, services, software or data.
Heartland Financial USA, Inc., and their Representatives will keep Client(s) information confidential and will not use or disclose it to others without Client’s prior consent except as described in Heartland Financial USA, Inc., privacy policies. Client acknowledges and agrees not to provide any personal password information to Heartland Financial USA, Inc., or its Representatives that would enable Heartland Financial USA, Inc., or Representatives to access personal accounts of Client(s) other than Heartland Financial USA, Inc., and their affiliates accounts. If such password information is required to consolidate data on the SAVVY website, Client(s) will be responsible for establishing such data consolidation relationships on the website.