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AdvisorGenie Check-In Texts Privacy Policy

Effective Date: July 31, 2026

This policy applies only to AdvisorGenie Check-In Texts, a non-marketing customer-care text messaging program for existing AdvisorGenie customers. It explains exactly what mobile information AdvisorGenie Inc. collects and how we use, protect, and retain it.

1. How enrollment works

An existing customer may enroll from the authenticated AdvisorGenie portal by choosing Once a week or Twice a week, reviewing the disclosure beside the Text me button, and selecting Text me. The enrollment control is not preselected. Consent is optional and is not a condition of purchasing or using AdvisorGenie. The complete consent flow is publicly available at https://portal.advisorgenie.com/sms-checkin-opt-in.

2. Mobile information we collect

For this program, we collect only the information needed to provide and document the service:

  • The customer's mobile phone number.
  • The selected weekly or twice-weekly cadence.
  • The date, time, and authenticated source of enrollment or withdrawal.
  • Check-in questions, customer replies, acknowledgements, and follow-up messages.
  • Delivery status and standard messaging keywords such as STOP, HELP, START, and UNSTOP.

3. How we use mobile information

We use this information only to:

  • Send the one or two check-in questions per week the customer requested.
  • Send an acknowledgement or at most one follow-up after a customer reply.
  • Save replies privately in the customer's AdvisorGenie account.
  • Honor STOP, HELP, START, and UNSTOP requests.
  • Operate, secure, troubleshoot, and document compliance for this program.

This program does not send marketing or promotional messages.

4. No sharing of mobile opt-in data

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

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

We may use telecommunications providers solely to transmit the messages a customer requested. These providers act on our instructions and may not use mobile information for their own marketing or promotional purposes. Enrollment consent is a direct agreement between AdvisorGenie and the customer; it is not transferable, assignable, rented, sold, or provided to another message sender.

5. Message frequency and charges

Message frequency is one or two check-in questions per week according to the customer's selected cadence, plus an acknowledgement or at most one follow-up after a reply. Message and data rates may apply.

6. Your choices

Reply STOP to unsubscribe at any time. Reply HELP for help or email support@advisorgenie.com. A customer who previously enrolled and opted out may reply START or UNSTOP to reactivate the same program.

7. Retention and security

We retain consent records, opt-out records, and message records only as reasonably necessary to provide the requested program, maintain the customer's private account history, resolve support issues, and meet legal or carrier compliance obligations. We use administrative, technical, and organizational safeguards designed to protect this information from unauthorized access or disclosure.

8. Contact us

Questions or privacy requests concerning this program may be sent to support@advisorgenie.com.

AdvisorGenie Inc.
1078 Summit Ave
Unit #373
Jersey City, NJ 07307

See the AdvisorGenie Check-In Texts Terms and Conditions for the complete messaging program terms.