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
SMS messages will not be used to deliver confidential financial information, account credentials, or sensitive personal information.
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
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
Website: www.probitasfinancial.com
By opting into our SMS program, you acknowledge that you have read and agree to these SMS Terms & Conditions.
Visit
1500 Quail Street
Suite 540
Newport Beach, CA 92660
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Office: 949-528-6060
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2026 FMG Suite.
Gary Vyneman is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA / SIPC Advisory Services offered through PROBITAS FINANCIAL. PROBITAS FINANCIAL and United Planners are not affiliated.
​This information is intended for use only by residents of Arizona, California, Colorado, Connecticut, Florida, Idaho, Kansas, Michigan, Nebraska, Nevada, Texas, and Washington. Securities-related services may not be provided to individuals residing in any state not listed above.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
Insurance-related services may not be provided to individuals residing in any states other than California, Nebraska or Washington.