AI & Technology Use Disclosure

Note

Adds a "Values Read From Your Documents" section: values AI reads from statements and K-1s a client or the client's adviser provides for outside investments may appear to the client before an adviser reviews them, each labeled "Unverified" until an adviser confirms or corrects it; the latest statement is used, and a K-1 figure appears only as a fallback labeled "K-1 capital account (tax basis)", never as a market value; no returns are calculated and no advice accompanies the values; display choices do not change billing or statements; documents are read on a zero-data-retention path, with account numbers, tax identification numbers, addresses and phone numbers replaced where the scanner recognizes them, and names not replaced.