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Legal · SMS Communications

SMS Text Messaging Privacy Policy.

Main Street Financial Solutions, LLC. How MSFS collects and uses information in connection with our text messaging service.

This policy explains how Main Street Financial Solutions, LLC (“MSFS”) collects and uses information in connection with our text messaging service.

Information We Collect

When you opt in to receive text messages, we collect your mobile phone number, your consent to receive messages, and the content of messages exchanged with your advisor.

How We Use Your Information

We use this information only to communicate with you about your relationship with MSFS, such as scheduling, service requests, and responses to your questions, and to meet our regulatory recordkeeping obligations.

How We Protect and Retain Your Information

Text messages are archived as required by securities regulations. Archived records are stored securely and retained for the periods required by law.

Sharing of Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. Information may be shared with service providers who help us operate the text messaging service, or as required by law or regulation.

Opting Out

You may opt out at any time by replying STOP to any message. For help, reply HELP or contact us at 215-259-5021 or compliance@msfsolutions.com.

More Information

For the terms that govern our text messaging program, please see our SMS Terms of Service at msfsolutions.com/sms-terms. For our general privacy practices, please see the MSFS Privacy Policy on our website.

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Investment Advisory services offered through Main Street Financial Solutions, LLC, an SEC Registered Investment Advisory Firm. Additional information and disclosures about our securities-registered professionals and firm may be found at brokercheck.finra.org and adviserinfo.sec.gov.
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