Wealth Insight Sync

Financial organization platform

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Legal and policy information

Refund Policy

This Refund Policy explains how subscription charges, cancellations, free trials, billing disputes, and refund requests are handled for Wealth Insight Sync.

Last updated
March 13, 2026

Subscription Billing

Wealth Insight Sync is offered on a recurring subscription basis unless otherwise stated at the time of purchase.

Refunds

Subscription fees are generally non-refundable once a billing period has begun, except where required by law or expressly stated otherwise at the time of purchase.

Cancelling a subscription stops future billing but does not retroactively refund charges that have already been processed.

If a free trial is offered, users may access certain features for a limited trial period. No charges will occur unless the user chooses to subscribe to a paid plan.

How to request billing help
For billing questions or refund requests, contact support@wealthinsightsync.com and include the email address associated with your account, the date of the charge, and a short description of the issue.

Merchant of Record on behalf of Wealth Insight Sync LLC

Payments are securely processed through a third-party payment infrastructure provider. Paddle may be used for subscription billing and tax handling on behalf of Wealth Insight Sync LLC.

Contact

Billing support: support@wealthinsightsync.com

Business address:

Wealth Insight Sync LLC 2108 N St, Ste N Sacramento, CA 95816 United States