Check-in text opt-in proof
This public page lets carrier reviewers verify the complete consent experience that existing AdvisorGenie customers see inside the authenticated portal. It contains no customer data.
Hosted screenshot of the actual authenticated portal control
Captured from the live firm-99 test account with a temporary synthetic phone fixture, then cleaned up. The image contains no customer data and shows only the Check-In Texts consent row.
Open the hosted screenshot directly
Verbatim weekly disclosure shown in the screenshot
By selecting Text me, you agree to receive one check-in text per week from AdvisorGenie at +1 (484) 859-1245. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is optional and is not a condition of purchasing or using AdvisorGenie. Terms and Privacy.
Initial opt-in path
- An existing AdvisorGenie customer signs in to the portal.
- The customer opens Check-in texts and chooses Once a week or Twice a week.
- The customer reviews the sender, cadence, message-and-data-rate, HELP, STOP, Terms, and Privacy disclosure immediately beside the Text me button.
- The customer selects Text me. That button is the affirmative consent action; no checkbox is preselected and no other portal action enrolls the customer.
The customer can decline or leave this control without selecting Text me and continue using every other AdvisorGenie feature. Check-in text consent is not a condition of purchase or service.
AdvisorGenie then sends only one or two check-in questions per week according to the selected cadence. The program sends no marketing messages.
START reactivation path
A customer who previously enrolled and then opted out may reactivate the same check-in program by texting START or UNSTOP to +1 484-859-1245. The confirmation is:
AdvisorGenie: Check-in texts are active again. You may receive one or two questions per week based on your portal setting. Msg & data rates may apply. Reply HELP for help or STOP to opt out.
STOP and HELP behavior
Twilio manages the standard STOP and HELP keywords for this Messaging Service. STOP returns:
You have successfully been unsubscribed. You will not receive any more messages from this number. Reply START to resubscribe.
HELP returns:
Reply STOP to unsubscribe. Msg&Data Rates May Apply.
For AdvisorGenie support, email support@advisorgenie.com.
Legal disclosures
Message frequency is one or two messages per week, plus a reply acknowledgement or at most one follow-up when the customer responds. Message and data rates may apply. We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes.