⚠️ Please read this policy carefully before paying any onboarding fee. Payment of the onboarding fee constitutes acknowledgment and acceptance of the terms below.
The onboarding fee is a one-time fee charged to new clients of Digital Wealth Partners to cover the administrative, compliance, and setup costs associated with establishing a new client account. This includes KYC/AML verification, account configuration, initial custody setup, and the preparation of customized investment strategy documentation.
The onboarding fee is generally non-refundable once the onboarding process has commenced. The following services are covered by the onboarding fee and represent costs incurred immediately upon initiation:
A partial or full refund of the onboarding fee may be considered in the following limited circumstances:
The onboarding fee will not be refunded in the following circumstances:
To request a refund, clients must submit a written request within 30 days of the fee payment. Refund requests should be submitted to:
Email: support@digltalwealthpartners.net
Your request should include your full name, account number or registration email, the date of payment, the amount paid, and the specific reason for your refund request.
Approved refunds will be processed within 10–15 business days of approval. Refunds will be returned via the original payment method where possible. DWP reserves the right to request additional documentation to support a refund claim.
If you believe you are entitled to a refund that has been denied, you may escalate your request to our compliance team. DWP is committed to resolving all disputes fairly and in accordance with applicable law.
For questions about this policy, please contact: support@digltalwealthpartners.net