Financial Steer App

FINANCIAL STEER APP ENROLLMENT AND AUTHORIZATION

Applicant Information

Applicant Name:

Date of Birth:    Social Security Number or Tax ID (last 4 permitted):

Entity Type

Individual    Sole Proprietorship    LLC    Corporation    Other

Requested Services and Purpose

Select desired services (check all that apply):

Financial Steering & Budgeting    Account Aggregation    Loan Facilitation    Credit Monitoring    Investment Advice

Financial Profile

Annual Gross Income:    Liquid Assets:    Total Liabilities:

Payment Authorization & Fees

I authorize Financial Steer App and its affiliated service providers to initiate entries to my bank account or charge my payment method for fees, charges, refunds and approved disbursements associated with services requested. I understand that withdrawal of authorization requires written notice and does not affect amounts already authorized or due.

ACH / Bank Debit    Debit/Credit Card    Invoice / Bank Transfer

Fees: The applicant agrees to pay applicable subscription, origination, facilitation, and/or transaction fees disclosed in the enrollment schedule. Late payments will incur a late fee equal to the lesser of $35.00 or 5% of the outstanding balance, and interest on overdue amounts at a rate of 1.5% per month until paid. All fees are non-refundable unless expressly stated in writing.

Authorizations, Representations and Warranties

By submitting this Enrollment and Authorization, Applicant certifies under penalty of perjury that all information provided is true, complete and accurate to the best of Applicant's knowledge. Applicant authorizes Financial Steer App and its agents to verify any information provided, to obtain consumer or commercial credit reports where applicable, and to contact third parties necessary to validate identity, employment, assets, and liabilities.

Applicant acknowledges that services provided are advisory and facilitative in nature. Financial Steer App does not guarantee specific financial outcomes, approvals of credit, or investment returns. Applicant accepts all risk of financial decisions made in reliance upon the services and will hold Financial Steer App harmless except for willful misconduct or gross negligence.

Applicant expressly consents to the transmission and storage of personal and financial data necessary for service delivery. Applicant agrees that such data may be shared with third-party providers, lenders, payment processors and analytics vendors for the purposes of account management, underwriting, payments, fraud prevention and regulatory compliance, subject to applicable law.

Termination: Either party may terminate the relationship upon written notice; termination does not relieve Applicant of obligations or liabilities incurred prior to termination, including fees and repayment obligations. Surviving clauses shall include indemnification, limitation of liability, confidentiality and governing law provisions.

Dispute Resolution and Governing Law

Except where prohibited by applicable law, Applicant and Financial Steer App agree to resolve disputes, claims, or controversies arising from or relating to this Enrollment and Authorization primarily through binding arbitration. Applicant acknowledges that arbitration may limit remedies available in court. This Agreement will be governed by the laws of the jurisdiction specified by Financial Steer App in acceptance, excluding conflict-of-law rules.

Certifications and Signature

By signing below, Applicant acknowledges receipt of and consents to the terms contained in this Enrollment and Authorization. Applicant certifies authority to provide bank account information and to bind the account holder to these terms when acting on behalf of an entity.

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