SMS Terms & Conditions for Wave Wealth Management
Effective Date: 12/19/2024
By opting into or interacting with our SMS messaging service, you agree to these Terms & Conditions. Please read them carefully.
Description
The content of SMS messages you may receive may include updates and alerts on your account activity, portfolio performance, or market conditions; reminders for upcoming meetings or deadlines; and important compliance- or regulatory-related communications.
Frequency
The number of text messages you will receive may vary depending on your preferences and activity. Most users should expect to receive up to two messages per month.
Opt-In Consent
By texting the keyword START to Wave Wealth Management, or otherwise providing us with your phone number for SMS communication, you consent to receive text messages related to your wealth management services. These messages may include transactional, informational, and marketing content, such as account updates, investment alerts, market news, and other relevant communications.
Opt-Out
You can cancel the SMS service at any time by replying STOP. Once you reply STOP, we will send a message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you wish to rejoin, simply sign up again as you did the first time, and we will resume sending SMS messages to you.
Help
If you are experiencing issues with the messaging program, you can reply with the word HELP for more assistance, or contact us directly at info@wavewm.com.
Interruption
Carriers are not liable for delayed or undelivered messages.
Cost
Message and data rates may apply. Standard text messaging rates or other charges may be incurred based on your mobile plan. Please check with your mobile carrier for more details on rates.
Privacy
By using our SMS service, you acknowledge that your mobile number and certain account information may be used for the purpose of delivering messages related to your wealth management services. We will not share or sell your personal information to third parties and will comply with our Privacy Policy in handling your data. Please review our Privacy Policy for more details on how we collect, use, and protect your information. (Privacy Policy)
Updates
We may update these Terms & Conditions from time to time. Any changes will be posted on our website, and we will notify users as required by law.
Contact Information
If you have any questions, need help with SMS communications, or wish to review or change your preferences, please contact us at:
Wave Wealth Management
Phone: 972-954-4100
Email: info@wavewealth.com
Website: https://www.wavewealth.com/
By using our SMS service, you acknowledge that you have read, understood, and agree to these Terms & Conditions.
