Envestnet Social Media Disclosure and Guidelines

Follow us on LinkedIn, Twitter, Facebook and Instagram to learn more about what is going on in the Envestnet financial wellness ecosystem. While social media is community-based, our industry is highly regulated. Therefore we maintain the right to remove, hide or report any comment for a variety reasons, based on our discretion. We reserve the right to restrict users who don’t follow these guidelines for any other reason.

Before you comment, please ask yourself the following questions:

  • Is it relevant? We ask that you keep your comments relative to the topic at hand and within the purposes of the content. All spam and other advertisement-like comments will be removed.
  • Is it respectful?  Do not post comments that are inappropriate or contain profanities, offensive, unlawful, or abusive material.
  • Does it have investment specific information? Do not post or comment on any personal information, account information, testimonials, investment advice, recommendations about specific securities, products, or services.
  • Is Envestnet social the right place for personal information? We advise you do not send or post personal information or account information via social media. 

Envestnet’s social media posts are intended for financial professionals for educational purposes only. The information, analysis, and opinions expressed within the posts reflect the author’s judgment as of the date of writing and are subject to change at any time without notice. The posts are not intended to constitute legal, tax, securities, investment advice, or a recommended course of action in any given situation. Information obtained from third-party resources are believed to be reliable but are not guaranteed.

Envestnet’s social media accounts may link to or "like" third-party content or the content of other social media users and/or “follow” other accounts. These actions are intended to provide additional perspective and should not be construed as an endorsement of any kind. Any opinions expressed by third-party users on any Envestnet-affiliated social media pages are those of the persons submitting the comments and don't necessarily represent the views of Envestnet.