SMS privacy policy

How we handle your phone number and text messages when you opt in.

Last updated: November 2024

Introduction

Your IA, LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This SMS Privacy Policy explains how we collect, use, and safeguard information when you opt in to receive SMS/text messages from us. By opting in to our SMS messaging program, you agree to the terms of this policy.

Information we collect

When you opt in to receive SMS messages from us, we may collect:

  • Your mobile phone number
  • Your name (if provided)
  • Date and time of opt-in
  • Message history and delivery status

How we use your information

We use the information collected through our SMS program to:

  • Send service-related notifications and updates
  • Respond to your inquiries
  • Provide appointment reminders
  • Deliver important account information
  • Communicate time-sensitive information

No sharing or selling of data

We do not sell, rent, trade, or share your mobile phone number or any personal information collected through our SMS messaging program with third parties for marketing purposes.

Your information may only be shared with:

  • Service providers who assist in delivering SMS messages, solely for message delivery
  • Legal authorities when required by law or to protect our legal rights

Data security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Opting out

You may opt out of receiving SMS messages at any time by:

After opting out you will receive a confirmation message and will no longer receive SMS messages from us unless you opt in again.

Message frequency

Message frequency varies based on your account activity and preferences. Standard message and data rates may apply depending on your mobile carrier plan.

Data retention

We retain your SMS-related information for as long as necessary to provide our services and comply with legal obligations. If you opt out, we retain only the minimum information necessary to honor your opt-out request.

Changes to this policy

We may update this SMS Privacy Policy from time to time. Any changes will be posted on this page with an updated “last updated” date. We encourage you to review this policy periodically.

Contact us

If you have any questions about this policy or our SMS messaging practices:

Regulatory information

Your IA, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. CRD #338535  |  SEC #801-134511. View our SEC filing →