Consent for Electronic Communication

Everly Finance Consultants, along with its affiliates and third-party service providers, is committed to efficient and modern communication. To utilize our services, you must consent to receiving electronic communications as detailed below.

By proceeding with any transaction with Everly Finance Consultants, you agree to receive electronic documents, disclosures, and notices, including but not limited to:

  • Documents related to service inquiries
  • Applications for services and products
  • Resulting services or products offered
  • This consent for electronic communications
  • Changes in terms notices
  • Fee and transaction information
  • Statements
  • Consumer disclosures
  • State-mandated brochures and disclosures
  • Adverse action notices
  • Any other related information

We may contact you by telephone, text message, or email to process your application, service your account, inform you about financial products and services, and for other business purposes.

Methods of Electronic Communication

Electronic communications will be available through our website, mobile application, email, and text messaging. All electronic communications from Everly Finance Consultants will be deemed "in writing." Please print or download copies for your records.

Access to Electronic Communications

To access certain personalized electronic communications, you will need to log in to our website or your customer portal. To access and retain electronic communications, you will need:

  • A computer or device with internet access
  • An email account
  • A modern web browser
  • Software capable of reading PDF files
  • Sufficient electronic storage capacity

SMS Terms & Conditions

By providing your mobile number and opting in, you give Everly Finance Consultants permission to send account-related text messages, company announcements, customer support via chat, and account notifications. Message frequency may vary. Message and data rates may apply. To opt out, text STOP to any text message from us.

No Right to Paper or Non-Electronic Records

Generally, we do not provide communications in paper form. If you do not consent to electronic communications, our services will not be available to you. However, we may, at our discretion, provide a paper copy upon request.

Withdrawing Your Consent

You may withdraw your consent to receive electronic communications at any time. To withdraw consent, contact us at:

Everly Finance Consultants

1712 Pioneer Ave. Suite 2389 Cheyenne, WY 820010

Withdrawal does not affect the legal validity of prior electronic disclosures.

Updating Your Contact Information

Keep us informed of any changes to your contact information.

PLEASE PRINT OR SAVE THIS CONSENT FOR ELECTRONIC COMMUNICATIONS FORM AND RETAIN A COPY FOR YOUR RECORDS.