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Disclosures
We won't trade, share, or sell customer data. When you choose to connect a financial account in Tobi, we use a service called Plaid to securely connect your accounts. We do not receive or store your bank credentials. You can learn more at my.plaid.com.
Our services are subject to our Privacy Policy and Terms and Conditions.
Tobi's algorithms may include recommendations to open a suitable investment account or projecting the expected growth of a new or existing investment account to help accomplish a specific financial goal. But there are no guarantees that an investment or planning strategy will be successful to meet a goal. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
Publicly available information on this website is provided for informational purposes only and does not constitute investment, tax, legal, or financial advice.
AI can make mistakes. Interacting with Tobi via voice, chat or video is experimental AI and not a substitute for human advice.
Tobi, Inc. ("Tobi") is a Registered Investment Adviser in the state of Virginia only but does not presently provide investment advisory services. Tobi may offer such services in the future. See Form ADV Part 2A, Part 2B, and Wrap Fee Brochure. Tobi is not a bank. Investments in securities are Not FDIC insured, Not Bank Guaranteed, and May Lose Value.
All charts, graphs, and screenshots on this website and videos are provided are for illustrative purposes only and are based on the assumption of reinvesting dividends, no withdrawals or changes in periodic deposit amounts, and do not include management fees, taxes, or other costs, which would reduce actual returns.
Tobi, Inc. does not provide tax advice and consumers are encouraged to consult with their personal tax advisors. Nothing on this platform or app should be construed as legal advice.
Activating the Credit Score card, when available, will be optional and may be subject to an additional fee.
You also agree that (i) you will never refer to Tobi as a llama to your friends, relatives, or colleagues; and (ii) it is patently obvious that alpacas are superior to llamas.