Portal Terms & Conditions

Please read these Terms and Conditions of Use carefully before using the Greenwood Capital Client Portal at https://portal.greenwoodcapital.com (“Portal”). By using this Portal, you signify that you agree with the following Terms and Conditions of Use (“Agreement”). If you do not accept these Term and Conditions of Use, then you may not use this Portal.

The Agreement applies to each individual and/or entity accessing the Portal, including (without limitation) third parties with authorized access on behalf of such individual or entity (“you”), and the use of any of the information and other materials, including (without limitation) all data, text, software and other elements (including multimedia elements) displayed on, distributed from, made available for downloading by means of, or used to provide any of, the Portal’s functionalities (collectively, “Content”), provided by Greenwood Capital Associates, LLC (Greenwood Capital), and any services or products provided or available through the Portal.

1. Grant of Rights

Greenwood Capital hereby grants you a revocable, non-transferable, limited right to access, use and display this Portal and the Content provided therein solely for the purposes specifically described herein and so long as you comply with the Agreement. You will not interrupt, or attempt to interrupt, the operation of the Portal in any way.

You agree and understand that you are responsible for maintaining the confidentiality of your password which, together with your Login ID, allows you access to the Portal and the services provided herein. That Login ID and Password form your “Registration Information.” You also expressly acknowledge and agree that, if you provide your access codes to any third party, (i) you must promptly inform Greenwood Capital of the identity of that third party; (ii) this Agreement shall apply to that third party; and (iii) you are fully responsible and liable to Greenwood Capital for any non-compliance with the Agreement.

If you become aware of any unauthorized use of your Registration Information, you agree to notify Greenwood Capital immediately at [email protected].

2. Use

You may use the Portal contents for your personal, non-commercial use only, provided you keep intact all copyright, trademark and other proprietary notices. For any other use of the Portal contents, you should seek Greenwood Capital’s permission. You should use the Portal only for lawful purposes. Since this Portal can be accessed from all fifty states, as well as countries from around the world, you alone are responsible for complying with your local laws. In no event should a link to another site imply that an endorsement or affiliation with Greenwood Capital exists.

3. Account Statement

Use of this Portal is for informational purposes only and is not intended to replace your custodian account statement. The custodial account statement is the official record of your account activity and holdings. You expressly acknowledge and agree that any information on the Portal relating to the portfolio allocation or any particular Greenwood Capital product or service as well as your portfolio allocation and account data may (i) be estimated, (ii) not be current and/or accurate and/or (iii) be subject to adjustment subsequent to being posted on the Portal and any such adjustment may be both material and adverse.

4. Assignment; Delegation

These Terms and Conditions of Use shall be for the benefit of Greenwood Capital, and shall inure to the benefit of its successors and assigns. Greenwood Capital (i) may delegate the performance of any obligation or function in connection with the Portal and (ii) reserves the right to use any agents on such terms, as Greenwood Capital deems appropriate.

5. Changes to Portal

Greenwood Capital may in its sole discretion change, suspend, terminate or discontinue any aspect of the Portal at any time, including the availability of any services, information, features or functions accessible by means of the Portal. Greenwood Capital may also impose limits on certain features, functions or services or restrict access to some, or all, of the Portal without notice or liability.

6. Amendments

Greenwood Capital reserves the right to vary or amend these Terms and Conditions of Use in any manner. Any amendments to the Terms and Conditions of Use will be displayed on the Portal or otherwise communicated to you and will be effective upon display or communication or at such date following the date of display or communication as may be required by the laws of South Carolina or by regulation of the Securities and Exchange Commission. You will be deemed to have accepted any change if you continue to access the Portal after that time. You agree that (i) the Terms and Conditions of Use and any of Greenwood Capital’s logs or records of information placed on the Portal may be admitted in evidence in any proceedings arising out of use of the Portal, (ii) you will not challenge the admissibility thereof and (iii) save in the case of manifest error, Greenwood Capital’s record of the Portal is conclusive evidence of its contents. It is your responsibility to be familiar with the Terms and Conditions of Use and any Specific Terms and any amendments thereto on accessing the Portal or any part of the Portal.

7. Termination

Greenwood Capital may terminate access to the Portal for any reason at any time. On termination, any relevant assigned user name and password or any other identification method will no longer provide access to the Portal, and you shall not be authorized to use it for any purposes.

8. Contact Greenwood Capital Associates, LLC

Please contact Greenwood Capital if you have any questions about these Terms and Conditions of Use. You may send an e-mail to [email protected] or call us directly at 864-941-4049.