Terms of Service for ExchangiFi.com
Last Updated: July 2, 2025
Please read these Terms of Service (“Terms”) carefully before using ExchangiFi.com (the “Platform”), operated by Tax Deferred Exchange Concepts LLC (“ExchangiFi,” “we,” “us,” or “our”).
By accessing or using the Platform, you agree to be bound by these Terms and our Privacy Policy. If you do not agree with any part of these Terms, you may not access or use the Platform.
1. Acceptance of Terms
By creating an account, accessing, or using the ExchangiFi.com website and its associated software tools and services, you affirm that you are at least 18 years old and capable of entering into a binding agreement. You also acknowledge that you have read, understood, and agree to be bound by these Terms of Service.
2. Description of Services
ExchangiFi.com provides a platform that offers software tools and resources designed to assist users with information and calculations related to tax-deferred exchanges. Our services are intended for informational and facilitative purposes only.
3. Important Investor Information and Financial Advice Disclaimer
Please note that ExchangiFi is a marketing company only and is not affiliated with any investment companies. This material is not intended to be and does not constitute investment advice.
Before making any investment, it is essential to conduct your own due diligence. You should carefully consider a fund’s investment objectives, risk factors, charges, and expenses. To obtain complete and current information, please consult the prospectuses available on our website and reach out to the funds directly. ExchangiFi does not provide investment recommendations or financial guidance.
You acknowledge and agree that:
- ExchangiFi does not provide financial, investment, legal, tax, or accounting advice.
- Any information or tools provided on the Platform are for informational purposes only and should not be construed as professional advice.
- You are solely responsible for your investment decisions and for consulting with qualified financial, legal, or tax professionals before making any investment or financial decisions.
- ExchangiFi is not responsible for any investment losses or damages incurred as a result of your reliance on information obtained from the Platform.
4. User Accounts and Responsibilities
- Account Creation: To access certain features of the Platform, you may be required to create an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.
- Account Security: You are responsible for maintaining the confidentiality of your account login information and are fully responsible for all activities that occur under your account. You agree to notify ExchangiFi immediately of any unauthorized use of your account or any other breach of security.
- Prohibited Conduct: You agree not to use the Platform for any unlawful or prohibited purpose, including but not limited to:
- Uploading or transmitting any harmful code, viruses, or other malicious software.
- Interfering with the proper working of the Platform.
- Attempting to gain unauthorized access to any part of the Platform or its related systems.
- Using the Platform to engage in any fraudulent or deceptive activities.
5. Intellectual Property
All content, features, and functionality on the Platform, including text, graphics, logos, software, and tools, are the exclusive property of Tax Deferred Exchange Concepts LLC or its licensors and are protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any of the material on our Platform without our prior written consent.
6. Disclaimer of Warranties
The Platform and all information, content, materials, products, and other services included on or otherwise made available to you through the Platform are provided by ExchangiFi on an “as is” and “as available” basis. ExchangiFi makes no representations or warranties of any kind, express or implied, as to the operation of the Platform or the information, content, materials, products, or other services included on or otherwise made available to you through the Platform. You expressly agree that your use of the Platform is at your sole risk.
To the full extent permissible by applicable law, ExchangiFi disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. ExchangiFi does not warrant that the Platform, its content, or services will be uninterrupted, error-free, secure, or free of viruses or other harmful components.
7. Limitation of Liability
In no event shall Tax Deferred Exchange Concepts LLC, its directors, officers, employees, or agents be liable for any direct, indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from (i) your access to or use of or inability to access or use the Platform; (ii) any conduct or content of any third party on the Platform; (iii) any content obtained from the Platform; and (iv) unauthorized access, use, or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence), or any other legal theory, whether or not we have been informed of the possibility of such damage, and even if a remedy set forth herein is found to have failed of its essential purpose.
8. Indemnification
You agree to defend, indemnify, and hold harmless Tax Deferred Exchange Concepts LLC, its affiliates, licensors, and service providers, and its respective officers, directors, employees, contractors, agents, licensors, suppliers, successors, and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising out of or relating to your violation of these Terms of Service or your use of the Platform, including, but not limited to, your User Contributions, any use of the Platform’s content, services, and products other than as expressly authorized in these Terms, or your use of any information obtained from the Platform.
9. Governing Law and Jurisdiction
These Terms shall be governed and construed in accordance with the laws of the State of Florida, United States, without regard to its conflict of law provisions.
Any legal action or proceeding arising out of or related to these Terms or the Platform shall be brought exclusively in the federal or state courts located in Palm Beach County, Florida.
10. Severability
If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect.
11. Changes to Terms
We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material, we will provide at least 30 days’ notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Platform after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Platform.
12. Contact Information
If you have any questions about these Terms of Service, please contact us:
Tax Deferred Exchange Concepts LLC (ExchangiFi.com) 2000 PGA Blvd. Palm Beach Gardens, FL 33408
Email: info@exchangifi.com Phone: 561-206-2416