Terms and educational disclaimer
Last updated July 20, 2026
General educational information
Basic Investor provides general educational information only. It does not provide individualized investment, financial, legal, accounting or tax advice and does not create an adviser-client relationship.
No recommendations or promises
Nothing on this site is a recommendation to buy, sell or hold a security, use a strategy or select a provider. Investments can lose value. Past performance does not predict future results.
Calculators and hypothetical results
Tools use simplified assumptions entered by users. They may exclude volatility, inflation, taxes, transaction timing, fees and other material factors. Results are illustrations, not forecasts or guarantees.
Current information
Account rules, tax treatment, limits and financial products change. Verify important details with authoritative sources and appropriately qualified professionals before acting.
Third-party links
Links are provided for convenience and context. Basic Investor does not control external content or endorse every statement, product or service on linked sites.
Acceptable use and limitation
Do not misuse the website, interfere with its operation or treat general content as a substitute for professional advice. To the extent permitted by law, use of the site and reliance on its information are at your own risk.
Changes
These terms may be updated as the platform develops. Continued use after publication of changes constitutes acceptance of the updated terms.