AI & Technology Use Disclosure
v2026.10.21
This version has been superseded. Replaced by v2026.10.22. It is retained because it is what clients received at the time.
- Document version
- v1.5
- Effective
- 2026-10-21
- Change
- material — supersedes v2026.10.07
- SHA-256
- e8173011b02721cfe2cf41bef7ea2233106dec758ed62c34492361b222e3f24d
Note
Limitations: adds "Tax and planning estimates are based on assumptions and on tax law as it stands, which is complex and changes; actual results may differ. Protocol Wealth does not provide tax advice; consult your tax professional." No other text changed.
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