Disclaimers & Disclosures

Please read these Disclaimers and Disclosures carefully. They are an integral part of your use of ExchangiFi.com and supplement our Terms of Service and Privacy Policy.

ExchangiFi is a marketing platform, not an investment advisor

ExchangiFi.com, operated by Tax Deferred Exchange Concepts LLC, functions solely as a marketing platform. Our primary purpose is to connect investors with ETF issuers and provide tools that may assist in understanding concepts related to tax-deferred exchanges.

ExchangiFi is NOT a registered investment advisor, broker-dealer, financial planner, or tax advisor.

No financial advice provided

Nothing on this website, ExchangiFi.com, nor any interaction with our employees or officers, should be construed as financial, investment, legal, tax, or accounting advice.

Our role is to facilitate access to information and tools; we do not offer personalized recommendations, guidance, or opinions on the suitability of any investment for your individual circumstances.

Before making any investment decisions, you should always consult with your own independent financial advisor, tax professional, or legal counsel. They can assess your unique financial situation, risk tolerance, and investment objectives to provide tailored advice.

Information accuracy and third-party content

The information pertaining to investment funds, including but not limited to investment objectives, risk factors, charges, expenses, and performance data, is provided directly by the respective asset managers and ETF issuers.

While we strive to present information accurately, ExchangiFi cannot and does not take responsibility for the completeness, accuracy, or timeliness of this third-party provided information. We act as a conduit for this data but do not independently verify it.

• Always refer to the official prospectuses, statements of additional information, and other legal documents provided by the asset managers and ETF issuers for the most current and authoritative information before making any investment decisions
• The inclusion of any fund or investment product on our Platform does not constitute an endorsement, recommendation, or solicitation by ExchangiFi