SMS Terms & Conditions
Effective Date: July 10, 2026
These SMS Terms & Conditions ("Terms") govern the use of text messaging services provided by Probitas Financial ("Company," "we," "our," or "us"). By opting in to receive SMS messages from us, you agree to these Terms.
1. SMS Program Description
By providing your mobile phone number and opting in, you consent to receive text messages from Probitas Financial regarding:
* Appointment scheduling and reminders
* Client service updates
* Account-related notifications
* Meeting confirmations
* Event invitations
* Educational content and market updates (where applicable)
* Customer support communications
* Other information related to your relationship with our firm
SMS messages will not be used to deliver confidential financial information, account credentials, or sensitive personal information.
2. Message Frequency
Message frequency varies based on your interactions with our firm and the services you request, and is conversational by nature.
3. Message and Data Rates
Message and data rates may apply depending on your wireless carrier and mobile plan. Check with your carrier for details.
4. Opt-In
You may opt in to receive SMS messages by:
* Providing your mobile number during account onboarding;
* Signing a paper authorization;
*. Completing an online form (if applicable);
* Verbally consenting to receive text messages; or
* Texting a designated keyword to our registered phone number (if applicable).
By opting in, you represent that you are the authorized user of the mobile number provided.
5. Opt-Out
You may opt out of SMS communications at any time by replying **STOP** to any text message.
After sending STOP, you will receive one final confirmation message confirming your opt-out. No further SMS messages will be sent unless you opt in again.
6. Help
For assistance, reply **HELP** to any SMS message or contact us using the information below.
Customer Support:
* Company: Probitas Financial
* Phone: (949) 528-6060
* Email: postmaster@probitasfinancial.com
* Website: www.probitasfinancial.com
7. Supported Carriers
Messaging services are supported by most major U.S. wireless carriers. However, carriers are not liable for delayed or undelivered messages.
8. Privacy
Your privacy is important to us.
We use your mobile number solely for the purposes described in these Terms and in accordance with our Privacy Policy.
We do not sell, rent, or share your mobile phone number with third parties or affiliates for their own marketing purposes.
For additional information, please review our Privacy Policy available at:
9. Security
Although we take reasonable measures to protect your information, SMS is not a fully secure communication channel. Please do not send:
* Social Security numbers
* Account numbers
* Login credentials
* Passwords
* Investment instructions
* Tax documents
* Other sensitive or confidential information via text message
If you need to discuss confidential matters, please contact your financial advisor directly or use our secure client portal.
10. Eligibility
You must be at least 18 years of age or otherwise legally authorized to consent to receive SMS communications.
11. Changes to the SMS Program
We reserve the right to modify or discontinue our SMS messaging program at any time, including these Terms. Updated Terms will be posted on our website.
12. Disclaimer
SMS delivery is subject to effective transmission by your mobile carrier. We are not responsible for delayed, failed, or undelivered messages.
13. Contact Information
If you have questions regarding these Terms or our SMS program, please contact:
Probitas Financial
Address: 1500 Quail Ste. 540, Newport Beach, CA 92660
Phone: (949) 528-6060
Email: postmaster@probitasfinancial.com
Website: www.probitasfinancial.com
By opting into our SMS program, you acknowledge that you have read and agree to these SMS Terms & Conditions.