SMS Privacy Policy for Wave Wealth Management
Effective Date: 12/19/2024
At Wave Wealth Management, we are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Text Messaging Privacy Policy outlines how we collect, use, and protect your information when communicating with you via text messages. By engaging with us through text, you agree to the terms of this policy. Text message opt-in data and consent are not shared or sold to any third parties (including subsidiaries and affiliates).
Information We Collect
When you communicate with us via text message, we may collect the following information:
Personal Identification Information: Your name, phone number, and any other information you provide during text communications.
Transaction and Financial Information: Information related to your account, investments, and financial preferences that you may choose to share through text.
How We Use Your Information
We use the information we collect from text messages for the following purposes:
To provide you with updates, information, and notifications related to your wealth management accounts and services.
To respond to inquiries, address requests, and provide customer support.
To send important notices about your accounts, market updates, or regulatory changes.
To enhance our communication efforts and improve the services we provide.
Data Security
We are committed to safeguarding your information. We utilize industry-standard encryption and security measures to protect data transmitted through text messages. However, please be aware that text messaging is not a fully secure communication medium. We encourage you not to share sensitive information (such as account numbers, passwords, or Social Security numbers) via text.
Opting In and Opting Out
Opt-In: By texting with us or responding to our communication, you consent to receive text messages related to your accounts and services. You can also explicitly opt in by replying "YES" to a message or signing up via our website or mobile app.
Opt-Out: If at any time you no longer wish to receive text messages, you may opt out by replying “STOP” to any message you receive from us. After opting out, you will no longer receive marketing or transactional text messages unless you opt back in.