SMS Messaging Policy

Types of Messages You May Receive

• Investment opportunity updates
• Appointment reminders
• Follow-up communications regarding your inquiry
• Account notifications
• Important updates about your investment partnership

Message Frequency

Messaging frequency may vary.

Message & Data Rates

Message and data rates may apply. Please check with your mobile carrier for details on any fees that may apply to SMS messages.

How to Opt Out

To opt out at any time, text STOP to the number from which you received the message. After texting STOP, you will receive a one-time confirmation and no further SMS messages will be sent. To re-subscribe, text START.