SMS

Terms & Conditions for Text Messaging

1. SMS Consent Communication

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications

If you have consented to receive text messages from Balanced Rock Investment Advisors, you may receive messages related to the following:

  • Appointment reminders

  • Account notifications

  • Document notifications

  • Security notifications

  • Marketing our services

Example: "Hello, this is a friendly reminder of your upcoming appointment with [Advisor] at [Location] on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from Balanced Rock Investment Advisors at any time."

3. Message Frequency

Message frequency may vary depending on the type of communication. For example, you may receive up to 5 SMS messages per week related to your appointments and notifications. You may receive up to 1 message per week related to marketing our services.

4. Potential Fees for SMS Messaging

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method

You may opt-in to receive SMS messages from Balanced Rock Investment Advisors in the following ways:

  • By submitting an online form

6. 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.

7. Help

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://balancedrockinvestmentadvisors.com/

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8. 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