Last updated May 20, 2026. These terms govern access to FI Investment Tracker, the website, checkout, licensing, downloads, support, and related materials.
FI Investment Tracker provides downloadable investment tracking, import, reporting, maturity monitoring, local backup, and support workflows for financial institutions. The product supports internal accounting and review work. The customer remains responsible for accounting policy, internal controls, regulatory filings, investment decisions, and final report approval.
The launch model is customer-controlled desktop software. Customers are responsible for securing their own devices, networks, backups, user access, source import files, report packages, and workpapers. Customers should not send portfolio files, CUSIPs, GL balances, source imports, report packages, or other confidential institution data to support unless a separate support agreement explicitly allows it.
Subscriptions are billed through Stripe-hosted checkout and customer portal pages. Access to paid workflows depends on an active subscription, valid license, and permitted activation count. If payment fails, is canceled, or becomes past due, the app may restrict paid write, import, restore, month-end, and reporting workflows after the configured license and offline grace periods expire.
Each subscription includes a limited, non-transferable license for the selected plan and activation count. License checks may process license ID, hashed license key, app version, subscription status, activation count, hashed machine activation identifier, and validation timestamps. Customers may not bypass license enforcement, share license keys outside their institution, or modify the software to defeat payment controls.
Customers should download software only from the official FI Investment Tracker download channel and verify release checksums when required by internal IT policy. Updates may include security fixes, reporting changes, import improvements, license changes, and workflow changes. Continued use may require installing a supported version.
FI Investment Tracker can generate support packages, exports, schedules, and evidence for financial reporting workflows. The product is not a substitute for professional judgment, accounting review, legal review, regulatory review, or final filing approval. Customers are responsible for validating outputs before use.
Customers may not use the website, checkout, license systems, downloads, or support channels to commit fraud, disrupt service, reverse engineer protected components, compromise security, infringe rights, or upload data they are not authorized to share.
Support is provided through the support channels and terms associated with the customer's plan or pilot. Standard support starts with version, platform, license status, backup status, screenshots, logs, and issue descriptions. Emergency recovery work depends on available backups and customer-controlled restore points.
Questions about these terms, subscriptions, or support can be sent to support@fiinvestmenttracker.com or billing@fiinvestmenttracker.com.