Terms of Service

Last updated: March 8, 2026

1. Acceptance of Terms

By accessing or using DividendSync at dividendsync.com (the "Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to all of these Terms, you may not use the Service. We may update these Terms at any time; continued use of the Service constitutes acceptance of the revised Terms.

2. Description of Service

DividendSync is a dividend tracking and portfolio analysis platform for individual investors, financial advisors, and family offices. The Service includes portfolio syncing, income analytics, ex-dividend calendars, DRIP projections, smart alerts, and tax-ready reporting tools.

3. Accounts

To access most features of the Service, you must register for an account. You agree to:

  • Provide accurate and complete registration information
  • Maintain the security of your password
  • Promptly notify us of any unauthorised account access
  • Take responsibility for all activity that occurs under your account

We reserve the right to suspend or terminate accounts found to be in violation of these Terms.

4. Subscription Plans and Billing

DividendSync offers free and paid subscription plans. Paid plans are billed in advance on a monthly or annual basis. By subscribing to a paid plan, you authorise us to charge your payment method on a recurring basis.

  • All fees are exclusive of applicable taxes
  • Subscriptions auto-renew unless cancelled before the renewal date
  • You may cancel your subscription at any time from your account settings
  • Refunds are issued at our discretion and in accordance with applicable law

5. No Financial Advice

The information provided by DividendSync is for informational and tracking purposes only. Nothing on the Service constitutes financial, investment, tax, or legal advice. Past dividend performance is not indicative of future results. Always consult a qualified financial professional before making investment decisions. DividendSync is not a registered investment adviser.

6. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose
  • Attempt to gain unauthorised access to any part of the Service
  • Scrape, crawl, or extract data from the Service without written permission
  • Reverse-engineer or decompile any part of the Service
  • Upload malicious code or interfere with the Service's operation
  • Resell or sublicense access to the Service without authorisation

7. Intellectual Property

All content, branding, code, and materials on the Service are the exclusive property of DividendSync or its licensors and are protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written consent.

8. Data and Privacy

Our collection and use of personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference.

9. Disclaimers and Limitation of Liability

The Service is provided "as is" and "as available" without warranties of any kind, express or implied. To the fullest extent permitted by law:

  • DividendSync disclaims all warranties, including fitness for a particular purpose and non-infringement
  • DividendSync shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of the Service
  • Our total liability to you shall not exceed the amount you paid us in the 12 months preceding the claim

10. Termination

You may terminate your account at any time. We may suspend or terminate your access to the Service immediately, without prior notice, if you breach these Terms. Upon termination, your right to use the Service ceases immediately. Provisions that by their nature should survive termination will do so.

11. Governing Law

These Terms are governed by and construed in accordance with the laws of the jurisdiction in which DividendSync operates, without regard to its conflict of law provisions. Any disputes shall be resolved through binding arbitration or in the courts of that jurisdiction.

12. Contact

Questions about these Terms? Contact us at legal@dividendsync.com or via our contact page.