Yes Wealth SMS Messaging Terms of Service

1. Yes Wealth’s Text Messaging service allows financial advisors and their clients to converse and exchange
SMS messages in a legally compliant manner. Message topics may include support, appointment
scheduling, account management, or general customer information.

2. You can cancel the SMS messaging at any time. Just text “STOP” to the phone number.
After you send the SMS message “STOP” to us, we will send you an SMS message to confirm
that you have been unsubscribed. After this, you will no longer receive SMS messages from
us. If you want to join again, just reach out to your advisor or our main office and we will re-enroll you.

3. If you are experiencing issues with the messaging program, you can reply with the keyword
HELP for more assistance, or you can get help directly at info@yeswealth.com, or by calling our main office at 651-426-5854.

4. Carriers are not liable for delayed or undelivered messages.

5. As always, message and data rates may apply for any messages sent to you from us and to
us from you. Message frequency will vary as the messaging is conversational
in nature. If you have any questions about your text plan or data plan, it is best to contact your
wireless provider.

6. If you have any questions regarding privacy, please read our privacy policy.

7. If you have any other questions, please contact us.