SMS Text Messaging
Terms & Conditions

• Customer service messages such as review setup, appointment reminders, client service will be used.

• Messaging frequency may vary depending on the type of communication.

• Message and data rates may apply depending on your carrier.

• To opt out at any time, text STOP.

• The phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

• Types of SMS Communications:
  If you have consented to receive text messages from Connect Financial, you may receive messages related to the following:
  Appointment reminders
  Follow-up messages
  Example: "Hello, this is a friendly reminder of you upcoming appointment with (Advisor) on (Date) at (Time). Reply STOP to opt-out of SMS messaging at any time."

• Opt-In Method:
  You may opt-in to receive SMS messages from Connect Financial in the following ways:
  Verbally, during a conversation
  By filling out a paper form
  Opt-Out Method:
  You can opt-out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

• Additional Options:
  If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
  Standard Messaging Disclosures:
  Message and data rates may apply.
  You can opt out at any time by texting "STOP."
  For assistance, text "HELP" or visit our Privacy Policy and[Terms and Conditions pages.
  Message frequency may vary.

• For assistance, text HELP or visit our website at connectfinancial.biz.

• Visit https://www.connectfinancial.biz/privacy-policy-1 for privacy policy.