Terms
Terms and usage notes for AtlasMeridianLabs.
These terms describe the intended use of the AtlasMeridianLabs marketing site and the informational product experience linked from it.
Informational use
- AtlasMeridianLabs and Rebalance Helper are provided for informational and workflow-support purposes.
- Nothing on this site should be treated as individualized investment, legal, tax, or accounting advice.
User responsibility
- Users remain responsible for verifying trade instructions, account constraints, taxes, fees, lot selection, and execution details.
- Users should review all imported or manually entered portfolio data for accuracy before acting on any output.
Product limitations
- Current product rules do not account for live prices, taxes, fees, whole-share rules, or account-specific restrictions.
- Rebalance Helper operates on the information a user enters and should be treated as a decision-support tool, not an execution platform.
Availability and external links
- AtlasMeridianLabs may update, suspend, or remove site content without notice.
- External links, including links to Rebalance Helper, are provided for convenience and may lead to separate experiences with their own terms.