Terms and Conditions
Koda Wealth Management — SMS Terms and Conditions
By opting in, you agree to receive text messages from Koda Wealth Management regarding financial review scheduling, appointment confirmations and reminders, routine account service check-ins, and birthday greetings.
Consent
Participation is voluntary. Consent to receive text messages is not a condition of purchasing any product or service. We send messages only after receiving your consent.
Message Frequency and Charges
Message frequency varies based on your appointments and service needs. Message and data rates may apply according to your wireless plan.
Opting Out
Reply STOP to any message to unsubscribe. You will receive a confirmation of your cancellation, after which no further messages will be sent through this SMS program unless you opt in again.
Help and Support
Reply HELP for assistance, or call [BUSINESS SUPPORT PHONE NUMBER].
Privacy
We handle your mobile information and SMS consent as described in our Privacy Policy: [PUBLIC PRIVACY POLICY URL].
Message Delivery
Message delivery is subject to your wireless carrier’s availability. Carriers are not liable for delayed or undelivered messages.
Sensitive Information
Please do not send Social Security numbers, passwords, full account numbers, trading instructions, or other sensitive financial information by text. Contact our office for an appropriate communication method.
Text Messaging Privacy
Koda Wealth Management — Text Messaging Privacy
Information We Collect
When you opt in to our text messaging program, we collect your mobile phone number, your consent to receive messages, and information you provide through text communications. We maintain records of opt-in and opt-out requests.
How We Use This Information
We use this information to send messages about financial review scheduling, appointment confirmations and reminders, routine account service check-ins, and birthday greetings; respond to your requests; and manage your messaging preferences.
Mobile Information and Consent
We do not sell, rent, or share your mobile information with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are not shared with third parties or affiliates for their own marketing or promotional use. Service providers supporting the delivery and operation of our text messaging program may process information solely to provide those services on our behalf.
Your Choices
You may withdraw your consent at any time by replying STOP. Reply HELP for assistance, or call [BUSINESS SUPPORT PHONE NUMBER]. Opting out of text messages does not terminate your advisory relationship with Koda Wealth Management.
Additional Terms
Message frequency varies. Message and data rates may apply. See our SMS Terms and Conditions at [PUBLIC SMS TERMS URL].