Important limitations.

Driftless Money is an educational and informational tool. Nothing on this site or in the app — including plan suggestions, price alerts, portfolio views, or AI Coach replies — is a personal recommendation to buy, sell, or hold any investment.

We do not assess your financial situation, risk tolerance, or objectives. You are solely responsible for deciding whether any investment is suitable for you. If you need advice tailored to your circumstances, speak to a qualified financial advisor.

The value of investments can go down as well as up. Past performance does not guarantee future results, and you may get back less than you originally invested. There is no assurance that any plan, strategy, or asset shown in Driftless Money will produce profits or protect against losses.

Markets can be volatile. The amounts, returns, and projections shown in the app are based on the data and assumptions you provide and are for illustration only. They should not be relied upon as forecasts.

Driftless Money does not operate a brokerage, execute trades, hold client funds, or take custody of assets. All buying and selling happens in your own account with a third-party broker or platform of your choice.

Where we provide links or names of third-party brokers, these are for convenience and research only. They are not endorsements, recommendations, or advice to use any particular provider. We do not receive commissions, referral fees, or any other benefit from these companies.

We are not responsible for the services, fees, availability, security, or actions of any broker, exchange, bank, or other provider you use. You must review their terms, charges, and regulatory status before opening an account or placing orders.

Prices, charts, and market data shown in Driftless Money are sourced from third-party data providers and may be delayed, incomplete, or inaccurate. They are provided for reference only and are not a guaranteed quote for execution.

We do not warrant that any data, calculation, or report in the app is error-free, uninterrupted, or fit for a particular purpose. Always confirm the live price and order details inside your brokerage before trading.

The Driftless Money Coach uses artificial intelligence to generate responses. Its answers are informational and may be incomplete, outdated, or incorrect. They do not consider your personal situation and must not be treated as financial, legal, or tax advice.

Always verify important claims independently and consult a professional before acting on anything the Coach says.

Driftless Money is not authorised or regulated by the Financial Conduct Authority or any other regulator to provide investment advice. The service is primarily designed for users in the United Kingdom, but it may be accessible from other countries.

Information on this site may not apply to your jurisdiction or tax situation. Tax treatment depends on your individual circumstances and may change. You are responsible for complying with the laws and tax rules that apply to you.

To the fullest extent permitted by applicable law, Driftless Money, its operators, affiliates, and suppliers disclaim all liability for any direct, indirect, incidental, or consequential loss or damage arising from your use of, or reliance on, the site or app.

Your use of Driftless Money is at your own risk. We provide the service on an “as is” and “as available” basis without warranties of any kind, whether express or implied.

We may update this disclaimer from time to time. The version on this page is effective from 12 July 2026. Continued use of Driftless Money after changes means you accept the updated terms.