Terms & Conditions

SMS Terms & Conditions

1. SMS Consent Communication

The information as 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 MB Wealth Advisors, you may receive messages related to:

• Appointment reminders
• Follow-up messages

Example: “Hello, this is a friendly reminder of your upcoming appointment with MB Wealth Advisors on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from MB Wealth Advisors at any time.”

3. Message Frequency

Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS messages per week related to your appointments or billing inquiries.

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 MB Wealth Advisors 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://mbwealthadvisors.com or call us at 704.584.9363.

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.