Terms of Service
Welcome to Nest (“we”, “our”, “us”). By using Nest, you agree to the following Terms of Service and our Privacy Policy. If you do not agree, please do not use the service.
1. Who Can Use Nest
Nest is available to individuals aged 18 or older, residing in Canada or the United States. Paid subscriptions are only available to users in these countries.
2. Account Registration
You may use Google Sign-In to create an account. You are responsible for all activity under your account and must keep your login credentials secure.
3. Free and Paid Tiers
Nest offers a free tier (manual tracking and projections) and a premium tier (brokerage syncing and enhanced insights). Subscriptions are billed through Stripe and can be managed or canceled at any time.
4. Third-Party Integrations
Nest uses third-party services like Stripe (for billing) and SnapTrade (for brokerage sync). By connecting your accounts, you authorize these services to process your data securely under their respective policies.
5. Cancellations and Refunds
You may cancel your subscription anytime. No refunds are issued after a purchase unless required by law. Your plan will remain active until the end of your billing cycle.
6. Data Security and Privacy
Your portfolio data is stored securely. You may export or delete your data at any time. Nest does not sell or share your data. See our Privacy Policy for more.
Nest provides read-only access to connected financial accounts. We cannot place trades, move funds, withdraw money, or take any action on your behalf.
7. Not Financial Advice
Nest does not provide financial, investment, tax, or legal advice, and does not act as a fiduciary. Any information, projections, or insights are provided for informational purposes only. You are solely responsible for your financial decisions.
To the maximum extent permitted by law, Nest shall not be liable for any indirect, incidental, consequential, or special damages, including loss of profits, data, or investment outcomes, arising from your use of the Service.
8. Acceptable Use
You agree not to misuse or abuse the service, attempt unauthorized access, or violate any laws. We may suspend or terminate accounts for violations.
You agree not to misuse the Service or attempt unauthorized access. We may suspend or terminate accounts for violations of these Terms. Upon termination, your access to the Service will end, and you may delete your data in accordance with our Privacy Policy.
9. Intellectual Property
Nest's design, code, and brand assets are our property. You may not replicate, resell, or distribute them without written permission.
10. Disclaimer
Nest is provided “as is” with no warranties or guarantees. We do not guarantee accuracy or performance. Use is at your own risk.
Nest may change, suspend, or discontinue features at any time. Some features may be in limited release or unavailable in certain regions. We do not guarantee uninterrupted access to the Service.
11. Changes
These Terms may be updated at any time. Continued use of Nest after updates constitutes acceptance. Please check this page periodically for changes.
Last updated: Jan 5th, 2026