The terms, policies, and disclosures that govern your use of Velira. Select a document to read it in full.
The agreement governing your use of Velira, including eligibility, acceptable use, disclaimers, limitation of liability, and binding arbitration with a class-action waiver.
What personal and financial information Velira collects, how it is used (including AI processing), who it is shared with, how long it is kept, and your rights under CCPA/CPRA, the Colorado Privacy Act, and the GDPR.
Velira is an informational tool only. It is not investment, tax, or legal advice, it is not an investment adviser, and it creates no advisory or fiduciary relationship. You are solely responsible for your decisions.
Velira uses AI to generate summaries, projections, and coaching. AI outputs may be inaccurate or incomplete, are not advice, and must be independently verified. A human remains responsible for every decision.
What cookies and similar technologies Velira uses, why, and how you can control non-essential cookies.
Your consent to receive disclosures and conduct business with Velira electronically, including the right to withdraw consent and request paper copies.
How paid Velira subscriptions renew automatically, how to cancel, and the disclosures required by automatic-renewal laws. Applies only once billing is enabled.
The rules for using Velira responsibly and lawfully, and what happens if you break them. Incorporated into the Terms of Service.
Your authorization for Velira and its aggregation providers to access read-only account data from financial institutions you connect, and what that does and does not allow.
Draft terms describing how Velira processes personal data, the roles of the parties, security and subprocessor obligations, and international-transfer mechanisms.
The third-party service providers that process information to help operate Velira, what each does, and how changes are communicated.
A draft financial-privacy notice in the Gramm-Leach-Bliley Act / Regulation P style, describing what nonpublic personal information is collected and shared and your opt-out choices — applicability to be confirmed by counsel.
Velira's commitment to accessibility, the standard we aim for, known limitations, and how to report an accessibility barrier.
How to report a security vulnerability to Velira, what is in and out of scope, and our safe-harbor commitment for good-faith research.
How Velira responds to a security incident affecting personal information, including how and when affected individuals are notified.
How cancellations and refunds work for paid Velira plans. Applies only once billing is enabled.
Questions about any of these documents? Contact us at hello@velirafinance.com.