Refolio

Terms of Use

Effective date: July 2, 2026

Use of Refolio

Refolio helps you record holdings, view portfolio allocation, and plan rebalancing. You are responsible for the accuracy of the information you enter and the decisions you make based on it.

No financial advice

Refolio does not provide investment, tax, legal, or financial advice. Rebalancing plans and calculations are informational only and may not reflect fees, taxes, slippage, or market conditions.

Subscriptions

Refolio Plus is available as an auto-renewable subscription through the App Store. Payment is charged to your Apple ID. Subscriptions renew automatically unless canceled at least 24 hours before the end of the current period. You can manage or cancel subscriptions in your Apple ID settings.

Availability and accuracy

Market data may be delayed, cached, unavailable, or inaccurate. We may change, suspend, or discontinue features as the app evolves.

Contact

For support, contact refolio.support@gmail.com.

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