Provision record
Wise · Wise Terms of Use · View original document ↗

FDIC Insurance Conditionality and Wise Retains Investment Earnings

High severity High confidence Explicitdocumentlanguage Unique · 0 of 352 platforms
Get alerted the next time Wise changes these terms. Follow Wise →
Share 𝕏 Share in Share 🔒 PDF
Monitor governance changes for Wise Monitor emails you the same day this changes. The archive stays free.
Follow Wise →

Get the weekly research letter

Companies change their terms quietly. We read every version and catch what actually changed. One email a week on the changes that matter and what they mean. No account.

Document Record

What it is

Funds held in a Wise Account are not automatically FDIC-insured; FDIC coverage is only available for USD balances in accounts that have opted into the interest feature, which sweeps funds into participating bank accounts. Wise retains all interest and earnings generated by permissible investments made with customer funds that are not in the interest feature.

This analysis describes what Wise's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology

ConductAtlas Analysis

Why it matters (compliance & governance perspective)

This provision establishes that the default state of a Wise Account does not carry FDIC insurance protection, and that Wise retains all investment earnings on pooled customer funds held outside the interest feature. The conditional nature of FDIC coverage requires consumers to take an affirmative opt-in action to obtain deposit insurance protection on USD balances.

Recent Activity

This document changed recently

Medium May 15, 2026

The updated terms now authorize Wise to accept incoming funds via FedNow, a new instant payment service. The agreement states that FedNow transactions are processed in real time and generally cannot be canceled or reversed once completed, distinguishing them from traditional transfers that may have reversal windows. The terms also establish that Wise may decline any incoming FedNow transaction at its discretion where required for security, compliance, or operational reasons, without specifying advance notice or appeal procedures. Users receiving FedNow payments should understand that such transfers become final immediately upon completion.

View change record →

Consumer impact (what this means for users)

Under this clause, consumers who do not opt into the interest feature hold funds that are not FDIC-insured, and any earnings generated by Wise's permissible investments of those funds accrue to Wise rather than the consumer. Consumers who opt into the interest feature have their USD balances swept into FDIC-insured accounts at participating banks.

Cross-platform context

See how other platforms handle FDIC Insurance Conditionality and Wise Retains Investment Earnings and similar clauses.

Compare across platforms →

Monitoring

Wise has changed this document before.

Receive same-day alerts, structured change summaries, and monitoring for up to 20 platforms.

Follow Wise → Or create a free account →
▸ View Original Clause Language DOCUMENT RECORD
"
Wise is Not a Bank, and your Wise Account is Not a Bank Account. Money you hold with Wise, in any currency, is not automatically insured by any deposit protection scheme, including the Federal Deposit Insurance Corporation (FDIC). Wise holds funds held by its customers in permissible investments in accordance with applicable laws. Wise owns the interest or other earnings on these investments, if any. However, although Wise is not a Bank, eligible customers that opt-in to the "interest feature" will have their United States Dollar (USD) funds held in their Wise account "swept" into a FDIC insured, interest bearing account at one or more of our participating banks.

Excerpt from Wise's Terms of Use

ConductAtlas Analysis

Institutional analysis (regulatory & governance intelligence)

1. REGULATORY LANDSCAPE: This provision engages FDIC regulations governing deposit insurance eligibility and pass-through coverage in sweep arrangements. The CFPB has disclosure authority over material terms of consumer financial accounts including insurance status. State money transmitter regulations governing permissible investments of customer funds are also implicated. The assertion that Wise owns investment earnings on customer funds held in permissible investments should be evaluated against applicable state money transmitter statutes, which in some jurisdictions prescribe how earnings on customer funds may be treated. 2. GOVERNANCE EXPOSURE: High. The combination of non-automatic FDIC coverage and Wise's retention of investment earnings on non-opted-in customer funds creates material consumer disclosure obligations. Failure to adequately surface the opt-in requirement at account opening and at material balance events could constitute a deceptive or misleading practice under FTC Act or CFPB authority. 3. JURISDICTION FLAGS: All US states where Wise is licensed as a money transmitter are relevant, as state permissible investment statutes vary. Delaware (Wise's state of incorporation) and states with large customer populations such as California and New York present heightened exposure. The sweep arrangement to participating banks requires identification and disclosure of those institutions and applicable coverage limits. 4. CONTRACT AND VENDOR IMPLICATIONS: The sweep arrangement with participating banks creates a vendor dependency; compliance teams should confirm that contracts with participating banks address FDIC pass-through eligibility, coverage limits per depositor, and continuity obligations. Changes to participating banks without notice to customers (as the agreement permits) create a disclosure risk. 5. COMPLIANCE CONSIDERATIONS: Disclosure documentation should clearly distinguish between opted-in and non-opted-in account states at every relevant consumer touchpoint. Data mapping should identify which customer accounts are in each state. Regulatory notifications may be required if the list of participating sweep banks changes in a manner that affects insurance coverage. The statement that Wise retains investment earnings should be reviewed against applicable state money transmitter statutes to confirm consistency.

Full institutional analysis

Regulatory citations, enforcement risk, and due diligence action items.

Applicable agencies

  • CFPB
    The CFPB has supervisory authority over disclosures and practices related to consumer financial account insurance status and material account terms.
    File a complaint →

Provision details

Document information
Document
Wise Terms of Use
Entity
Wise
Document last updated
May 5, 2026
Tracking information
First tracked
May 20, 2026
Last verified
July 9, 2026
Record ID
CA-P-014125
Document ID
CA-D-00526
Evidence Provenance
Source URL
Wayback Machine
Content hash (SHA-256)
561266d11f984a2eb3eab7608e74f5c481a231a012a4ed1cb0115da73c83c5e7
Analysis generated
May 20, 2026 22:59 UTC
Methodology
Evidence
✓ Snapshot stored   ✓ Hash verified
Citation Record
Entity: Wise
Document: Wise Terms of Use
Record ID: CA-P-014125
Captured: 2026-05-20 22:59:22 UTC
SHA-256: 561266d11f984a2e…
URL: https://conductatlas.com/platform/wise/wise-terms-of-use/provision/CA-P-014125/fdic-insurance-conditionality-and-wise-retains-investment-earnings/
Accessed: July 25, 2026
Permanent archival reference. Stable identifier suitable for legal filings, compliance documentation, and research citation.
Classification
Severity
High
Categories

Other risks in this policy

Governance intelligence across arbitration, AI governance, data rights, indemnification, and retention

Provision-level monitoring, governance timelines, and regulatory mapping built from archived source documents and historical version tracking.

Frequently Asked Questions

What does Wise's FDIC Insurance Conditionality and Wise Retains Investment Earnings clause do?

This provision establishes that the default state of a Wise Account does not carry FDIC insurance protection, and that Wise retains all investment earnings on pooled customer funds held outside the interest feature. The conditional nature of FDIC coverage requires consumers to take an affirmative opt-in action to obtain deposit insurance protection on USD balances.

How does this clause affect you?

Under this clause, consumers who do not opt into the interest feature hold funds that are not FDIC-insured, and any earnings generated by Wise's permissible investments of those funds accrue to Wise rather than the consumer. Consumers who opt into the interest feature have their USD balances swept into FDIC-insured accounts at participating banks.

Is ConductAtlas affiliated with Wise?

No. ConductAtlas is an independent monitoring service. We are not affiliated with, endorsed by, or sponsored by Wise.