Advisor Access

If you work with a financial advisor on Freedomwise, this page explains exactly what they can see.

What your advisor can see (with your consent)

• All data in My Money: assets, cashflows, goals, preferences
• Your Freedom Score and its history
• Your FIRE stage and projected corpus
• Debt-to-Freedom analysis results
• Retirement Readiness analysis results

In short: everything you can see on the platform.

What your advisor cannot do

• Modify your data. Advisors have read-only access. They cannot add, edit, or delete your assets, goals, or preferences.
• See your AI chat history. Conversations are private to you.
• See your AI brain or memories. These are personal.
• Access your payment or credit information. Billing is between you and Freedomwise.
• Transfer or export your data to third-party systems (unless you explicitly provide it to them outside the platform).

Revoking access

Go to My Money → Settings → Advisor Access at any time. Click Revoke. Access is removed immediately. The advisor cannot see any of your data after revocation.

If your advisor misuses their access, contact support@freedomwise.in.

Consent is time-limited

Advisor access consent does not expire automatically, but best practice is to review it annually. If you've ended an advisor relationship, revoke access promptly.

Legal basis

Advisor access is governed by your consent (which you grant explicitly and can revoke). The advisor's terms of service with Freedomwise require them to use data only for your benefit and in accordance with SEBI regulations applicable to their registration.