WealthPilot

SMS Terms & Messaging Disclosure

Last updated: April 8, 2026

About WealthPilot

WealthPilot is a personal finance platform operated by Harmony Technology Systems, Inc. It connects your financial accounts, tracks spending, detects bills, and provides AI-powered financial advice. WealthPilot is available at getwealthpilot.ai.

Program Name

WealthPilot account verification. This program delivers one-time account verification codes and account-related messages for WealthPilot, operated by Harmony Technology Systems, Inc.

What SMS Messages We Send

WealthPilot sends text messages for the following purposes only:

  • Multi-factor authentication (MFA) codes — One-time verification codes to secure your account during login, password changes, and sensitive account actions.
  • Household invitations — A one-time message with a link when your spouse or partner invites you to share finances on WealthPilot.

How You Opt In

You opt in to receive SMS messages by voluntarily providing your phone number in your WealthPilot account settings. You may add your phone number when enabling SMS-based two-factor authentication or when a household member includes your phone number in an invitation. Providing your phone number is optional — all features work without it.

Message Frequency

Message frequency varies and is intermittent. Messages are only sent when triggered by your actions (e.g., logging in with SMS MFA enabled, or receiving a household invitation). WealthPilot does not send marketing, promotional, or recurring campaign messages.

Message & Data Rates

Message and data rates may apply. Please check with your mobile carrier for details about your messaging plan.

How to Opt Out

You can opt out of SMS messages at any time by replying STOP to any message from WealthPilot. You can also remove your phone number from your account by disabling SMS-based MFA in Settings > Two-Factor Authentication. After opting out, you will not receive any further text messages from WealthPilot.

Help

For help with SMS messaging, reply HELP to any message or contact us at support@getwealthpilot.ai.

Privacy

Your phone number is used solely for the purposes described above and is never shared with third parties for marketing. For full details on how we handle your data, see our Privacy Policy.

Contact

Harmony Technology Systems, Inc.
Email: support@getwealthpilot.ai
Website: getwealthpilot.ai