Last Updated: October 31, 2025
By accessing and using this financial planning platform (the "Service"), you accept and agree to be bound by the terms and provision of this agreement. If you do not agree to these terms, please do not use the Service.
Stride Financial provides a web-based platform for financial planning and portfolio management. The Service is designed to facilitate collaboration between financial advisors and their clients in creating and managing comprehensive retirement plans.
• You must provide accurate and complete information when creating an account
• You are responsible for maintaining the confidentiality of your account credentials
• You are responsible for all activities that occur under your account
• You must notify us immediately of any unauthorized use of your account
• You must be at least 18 years of age to use this Service
Your use of the Service is subject to our Privacy Policy, which can be found at https://stridefinancialadvisors.com/privacy-policy/. By using the Service, you consent to the collection and use of your information as described in the Privacy Policy.
The Service provides tools and resources for financial planning purposes. However:
• The Service does not constitute financial, investment, tax, or legal advice
• Information provided through the Service is for informational purposes only
• You should consult with qualified professionals before making financial decisions
• Past performance does not guarantee future results
• We are not responsible for any financial losses incurred based on information obtained through the Service
You agree not to:
• Use the Service for any unlawful purpose or in violation of these Terms
• Attempt to gain unauthorized access to any portion of the Service
• Interfere with or disrupt the Service or servers connected to the Service
• Upload or transmit viruses or malicious code
• Impersonate any person or entity or misrepresent your affiliation
• Collect or store personal data about other users without their consent
The Service and its original content, features, and functionality are owned by Stride Financial and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws.
You retain ownership of all financial data and information you input into the Service. By using the Service, you grant us a license to use, store, and process your data solely for the purpose of providing the Service to you.
Your login session will remain active for up to 30 days from your last login. After this period, you will need to log in again. For security purposes, you should log out when using shared or public computers.
To the maximum extent permitted by law, Stride Financial shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses resulting from:
• Your access to or use of the Service
• Any conduct or content of any third party on the Service
• Unauthorized access to your account or data
• Interruptions or cessation of the Service
You agree to indemnify and hold harmless Stride Financial, its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including legal fees) arising from your use of the Service or violation of these Terms.
We reserve the right to modify, suspend, or discontinue the Service at any time without notice. We will not be liable to you or any third party for any modification, suspension, or discontinuance of the Service.
We may update these Terms from time to time. We will notify you of any changes by posting the new Terms on this page and updating the "Last Updated" date. Your continued use of the Service after changes are posted constitutes acceptance of the updated Terms.
We may terminate or suspend your account and access to the Service immediately, without prior notice or liability, for any reason, including breach of these Terms. Upon termination, your right to use the Service will immediately cease.
These Terms shall be governed by and construed in accordance with the laws of the United States and the state in which Stride Financial is registered, without regard to conflict of law principles.
If you have any questions about these Terms, please contact us:
Stride Financial Advisors
Email: info@stridefinancialadvisors.com
Website: https://stridefinancialadvisors.com
If any provision of these Terms is held to be invalid or unenforceable, the remaining provisions will continue in full force and effect.
These Terms, together with our Privacy Policy, constitute the entire agreement between you and Stride Financial regarding the Service and supersede all prior agreements and understandings.