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Terms & Tax Disclaimer

Visionary Tax Vault provides recordkeeping, reconciliation, and planning estimates. It does not provide tax, legal, accounting, or investment advice.

Actual liability may vary based on holding period, instrument, elections, losses, deductions, credits, other income, data quality, and individual circumstances. Review records with a qualified professional before filing or making financial decisions.

Broker and MetaTrader data may be incomplete, delayed, or supplied by third-party services including SnapTrade and MetaApi. Beta features may change, and users remain responsible for verifying imported and broker-derived records.

To request account or data deletion, visit Support.