SMS Privacy Policy

INTRODUCTION

At EdgeRock, we are committed to protecting your privacy and ensuring the security of your personal information. This SMS Privacy Policy outlines our practices regarding the collection, use, and disclosure of your personal information when you interact with our financial services through SMS (Short Message Service).

This privacy statement is separate from other policies. This includes the following:

  • The EdgeRock Privacy Policy, which more broadly addresses data collection through other digital platforms.

CONSENT

By using our SMS services, you consent to the terms and conditions outlined in this SMS Privacy Policy. If you do not agree with these terms, please refrain from using our SMS services. Message and data rates may apply.

INFORMATION WE COLLECT

General

The information we collect on or through SMS may include:

  • Name
  • Contact Information (e.g., phone number)
  • Account Information
  • Transaction Details
  • Security Information (e.g., PIN, security questions)
  • Any other information you provide during SMS interactions

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How we use your information

We may use your personal information for the following purposes:

  • To provide you with financial information and services.
  • To verify your identity for security purposes.
  • To respond to your inquiries and provide customer support.
  • To send important account-related updates and alerts.
  • To improve our SMS services and overall customer experience.

Disclosure of your information

We do not sell, rent, or trade your personal information to third parties for marketing purposes. However, we may disclose your information to the following parties:

  • Our affiliated financial institutions.
  • Service providers who assist us in delivering SMS services.
  • Regulatory authorities or legal entities when required by law.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Security Measures

We employ robust security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include encryption, access controls, and regular security assessments.

Retention Period

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this SMS Privacy Policy and to comply with legal and regulatory requirements.

Your Rights

You have the following rights concerning your personal information:

  • Access: You can request access to the personal information we hold about you.
  • Correction: You can request corrections to inaccurate or incomplete personal information.
  • Deletion: You can request the deletion of your personal information under certain circumstances.
  • Opt-Out: You can opt-out of receiving SMS messages from us at any time.

To exercise these rights, please complete one of the following:

  • Contact our customer support at: service@edgerockwealth.com
  • Reply STOP to the message you received
  • Reply HELP to the message to learn how to receive help

Messaging Practices

EdgeRock issues SMS text messages for both single-use and recurring campaigns depending on user opt-in preferences. Recurring campaign messaging frequency may vary. Consent to receive text messages is not a required condition of receiving EdgeRock client services.

Supported Carriers

EdgeRock SMS text messages are supported on major U.S. carriers, including AT&T, Verizon, T-Mobile, Sprint, Comcast, and MetroPCS. Please contact service@edgerockwealth.com if your carrier is not included among these options.

  • T-Mobile is not liable for delayed or undelivered messages.

Changes to this Privacy Policy

We may update this SMS Privacy Policy from time to time. Any changes will be posted on our website, and the revised policy will be effective immediately upon posting.

Contact Us

If you have any questions, concerns, or requests regarding this SMS Privacy Policy, please contact us at: service@edgerockwealth.com.

By using our SMS services, you acknowledge that you have read, understood, and agree to this SMS Privacy Policy. Your continued use of our SMS services constitutes your acceptance of any updates or changes to this policy.