Terms & Conditions
(“Engage fi,” “our,” “us,” or “we”). These Terms of Use and Conditions of Service, along with any other terms and conditions that may appear on the Site from time-to-time (collectively, “Terms”), set forth the terms and conditions under which you may use and access the Site. The Terms apply to all users of the Site, including Users who contribute content on the Site.
BY ACCESSING THE SITE, YOU AGREE TO THE TERMS AND PRIVACY POLICY AVAILABLE AT https://www.engagefi.com/privacy. IF YOU DO NOT AGREE TO THE TERMS (WITHOUT MODIFICATION), YOU ARE NOT AUTHORIZED TO ACCESS OR OTHERWISE USE THE SITE. We may change, modify, add, or remove portions of these Terms from time to time. Please check these Terms periodically for changes. Your continued use of the Site following the posting of changes to the Terms will signify your agreement to those changes.
- Use of Site and Content.
1.1 Use of Site. You may access and use the Site solely for personal use in accordance with these Terms. You agree not to access or use the Site in any manner prohibited by these Terms or that is otherwise unlawful. You shall NOT do any of the following: (a) attempt to modify or “hack” the Site; (b) access any area on the Site which you are not explicitly authorized to access; (c) interfere with, restrict or inhibit any other user from the use and enjoyment of the Site; (d) impersonate any person or entity or falsely state or otherwise misrepresent your affiliation with a person or entity; (e) collect or harvest personal information about other users of the Site; (f) access the Site through the use of an automated mechanism and extract data; (g) use the Site for any purpose that is fraudulent or otherwise tortious or unlawful; and (h) jeopardize the operation of our computer systems or our reputation. We reserve the right, in our sole discretion, to terminate or suspend your access to, and/or use of, the Site, or any portion thereof, at any time, with or without notice and for any reason (or no reason), and you agree that (a) if your authorization to access the Site is terminated, you will not thereafter access or attempt to access the Site, directly or indirectly and (b) if your authorization to access the Site is suspended, you will not thereafter access or attempt to access the Site, directly or indirectly, until your suspension is removed and we give you express notice thereof.
1.2 Use of Content. You may make a single copy and/or print a single copy of any information displayed or transmitted on the Site (including, but not limited to, logotypes, trademarks, service marks, directories, guides, news articles, opinions, reviews, text, photographs, images, illustrations, audio clips, video, html, source and object code, software, data, and the like, collectively “Content”) for personal use only.
1.3 Restrictions. Except as expressly permitted in Section 1.1 and 1.2 above, you may not, without first obtaining our express written permission, (a) distribute (including via e-mail), or otherwise make available, copies of any Content to anyone, (b) republish the Content on the Internet or any intranet or extranet site or incorporate the Content in any database, file, compilation, or archive, (c) reproduce, adapt, distribute, perform or display any Content, in each instance except to the extent required for the limited purpose of viewing material on the Site, (d) alter or remove any trademark, copyright or any other notice contained in any Content, (e) archive or retain any Content in any form, (f) use Content for any commercial purposes, (g) use any of our trademarks as metatags on other websites, (h) use the Site in any manner that is illegal or impairs the operation of the Site or its availability or usage by others, and/or (i) display any part of the Site in frames (or any Content via in-line links). You may not decompile, reverse engineer, or disassemble any software or other products or processes accessible through the Site, or insert any code or product, or manipulate the Content in any way that affects the user’s experience. You further may not use any data mining, web crawlers, robots, cancelbots, spiders, Trojan horses, or any data gathering or extraction method in connection with your use of the Site except for customary search engines used in accordance with instructions directed to search engines and available on the Site.
The Terms apply to all users of the Site, including users who contribute User Submissions (as that term is defined below in Section 2.2) on the Site. Please note that Engage fi, as a provider of banking consultative services, shall not be treated as the publisher or speaker of any information provided by another information content provider, pursuant to Section 230 of the Communications Decency Act, 47 U.S.C. § 230. Engage fi shall thus not be liable under any federal, state, or local law in connection with User Submissions submitted herein.
- Registration; User Submissions.
2.1 Registrations. Certain areas of the Site may require registration. If you choose to register, you agree to provide only true, accurate, current, and complete information. If we issue a username and/or password to you, you are responsible for keeping your password and other information relating to your account confidential, and you accept responsibility for all activities that occur under your account. You agree to safeguard your password from access by others. If you believe your account has been compromised, you must immediately contact Engage fi by emailing info@engagefi.com or calling 844-415-7962 (9AM – 5PM EST). You assume the risk for any loss that results from the unauthorized use of your password, with or without your knowledge, as a result of someone else using your account due to your failure to use reasonable care to safeguard your password. You agree that we are not responsible for any harm, loss, or damage you may incur by the sending of personal or confidential information through the Site or otherwise over the internet by or to us.
- Linking and Third-Party Dealings.
3.1 Links to External Sites. We may provide hyperlinks to other websites and Internet resources operated by parties other than Engage fi. We have no control over, and assume no responsibility for, such sites and resources, their content, privacy policies, or practices. In addition, we will not and cannot censor or edit the content of any third-party website or resource. Such hyperlinks are provided for your reference only. The inclusion of hyperlinks to such websites does not imply any sponsorship, affiliation, or endorsement of the material on such websites or with their operators. We encourage you to read the terms and conditions and privacy policy of each website you visit after leaving the Site. Access to any third-party sites is at your own risk and we have no liability arising out of or related to such sites and/or their content or for any damages or loss caused or alleged to be caused by or in connection with any purchase, use of or reliance on any such content, goods, or services available on or through any such third-party site.
3.2 Third-Party Dealings. Some portions of the Site may direct you to a website of a third party. Your dealings or communications through the Site with any party other than Engage fi are solely between you and that third party. Please review the third party’s policies and practices carefully and ensure you are comfortable with them before engaging in any transaction. Any complaints, concerns, or questions you may have relating to materials provided by third parties should be forwarded directly to the third party.
- Intellectual Property.
Except for Content in the public domain, all Content, as well as the selection and arrangement of the Content, is owned by (or licensed to) Engage fi, its affiliates or suppliers and is protected by copyright, trade dress, trademark, unfair competition, and/or other laws and may not be used, copied or imitated in whole or in part, except as expressly provided in these Terms. Except as otherwise expressly provided in these Terms, all rights in and to the Content are expressly reserved by Engage fi.
If you believe any of the Content on the Site infringes your copyright, you may request removal of such Content (or access thereto) from the Site pursuant to the Digital Millennium Copyright Act by contacting Baesman as set forth below and providing the following information in writing (see 17 U.S.C. §512(c)(3) for further detail):
Identification of the copyrighted work you believe to be infringed. Please describe the work and, where possible, include a copy or the location (e.g., URL) of an authorized version of the work.
Identification of the material you believe to be infringing and its location. Please describe the material and provide us with its URL or any other pertinent information that will allow us to locate the material.
Your name, address, telephone number, and e-mail address.
A statement that the information you have supplied is accurate, and indicating that “under penalty of perjury,” you are the copyright owner or are authorized to act on the copyright owner’s behalf.
A signature or the electronic equivalent from the copyright holder or authorized representative.
If you believe that any of the Content on the Site infringes on your trademark, please contact Engage fi as set forth below and provide the following information in writing:
Identification of the mark(s) alleged to have been infringed, including (i) for registered marks, a copy of each relevant federal trademark registration certificate or (ii) for common law or other marks, evidence sufficient to establish your claimed rights in the Mark, including the nature of your use of the mark, and the time period and geographic area in which the mark has been used by you;
Identification of the material you believe to be infringing and its location. Please describe the material and provide us with its URL or any other pertinent information that will allow us to locate the material.
Your name, address, telephone number, and e-mail address.
A statement that the information you have supplied is accurate, and indicating that “under penalty of perjury,” (i) you have not authorized the challenged use, (ii) you have a good-faith belief that the challenged use is not authorized by law, (iii) that all of the information contained in the notification is accurate, and (iv) that you are the owner of the mark or authorized to act on behalf of the owner of the mark.
Send this information by U.S. mail to:
Engaeg fi, LLC
5550 W. Executive Drive, Ste. 540
Tampa, FL 33609
- Orders; Typographical Errors; Modifications to Site.
Information regarding availability, Engage fi's capabilities, and service descriptions is subject to change without notice, and we reserve the right to update such information at any time.
- Limitation of Liability.
UNDER NO CIRCUMSTANCES WILL WE BE LIABLE OR RESPONSIBLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL (INCLUDING DAMAGES FROM LOSS OF BUSINESS, LOST PROFITS, LITIGATION, OR THE LIKE), SPECIAL, EXEMPLARY, PUNITIVE, OR OTHER DAMAGES, UNDER ANY LEGAL THEORY, ARISING OUT OF OR IN ANY WAY RELATING TO THE SITE, YOUR SITE USE, OR THE CONTENT, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. YOUR SOLE REMEDY FOR DISSATISFACTION WITH THE SITE AND/OR CONTENT IS TO CEASE ALL OF YOUR SITE USE.
You may have additional rights under certain laws (including consumer laws) which do not allow the exclusion of implied warranties, or the exclusion or limitation of certain damages. If these laws apply to you, the exclusions or limitations in the Terms of Use that directly conflict with such laws may not apply to you.
- Notice for International Users.
At present, the Site is hosted on servers located in the United States and is intended to be viewed exclusively by residents of the United States. We reserve the right to host the Site on servers located outside the United States. The use of this Site by residents of countries other than the United States shall be governed by and construed in accordance with the laws of the state of Florida, USA, without giving effect to any principles of conflict of laws. Any action at law or in equity arising out of or relating to these Terms shall be filed only in the state or federal courts located in Hillsborough County, Florida, USA, and you hereby consent and submit to the personal jurisdiction of such courts.
- Miscellaneous.
These Terms, including, without limitation, any other terms and conditions that may appear on the Site from time-to-time, contain the full understanding with respect to your use and access of the Site and supersede all prior agreements, terms, conditions and understandings, both written and oral, with respect to such use and access of the Site. A printed version of these Terms and of any notices given to you in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to these Terms to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form. The failure of Enage fi to insist upon or enforce strict performance by you of any provision of these Terms shall not be construed as a waiver of any provision or right.
If any provision of the Terms of Use shall be adjudged by any court of competent jurisdiction to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that the Terms of Use will otherwise remain in full force and effect.
We may provide notice to you relating to the Site and/or these Terms by sending an e-mail to your last known e-mail address, and any such notice shall be deemed given and received on the day it is sent.
This is the entire agreement between us relating to the subject matter herein and shall not be modified except as described herein.
- How to Contact Us
If you have any questions about these Terms, please contact us at info@engagefi.com or by calling 844-415-7962
Last Updated November 10, 2025
