Ensuring your website complies with US mobile carrier requirements (called 10DLC and A2P) is critical for a successful SMS messaging. 10DLC is a registered 10-digit phone number that lets businesses send compliant, carrier-approved text messages from a local number.

Please note this ONLY applies to Customers in the United States. If you are in Canada, Australia or any other country this articles does not apply to you.

Follow these steps to update your website before submitting your campaign for review.

Step 1: Update your Privacy Policy on your Website

Your website must include a privacy policy that explicitly addresses SMS data sharing, tailored to your wealth management services. It should include:

• A clear statement that text message opt-in data and consent are not shared with third parties (including subsidiaries and affiliates).
• Instructions on how clients can opt out (e.g., texting STOP).
• Details on how client data is used and how to contact your firm.

Example SMS Privacy Policy Section:

Text Messaging

Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). If you wish to be removed from receiving future communications, text STOP to opt out. For questions, contact us at [email protected].

Step 2: Update your Terms & Conditions on your Website

Your website must have a dedicated SMS Terms & Conditions page, separate from your general website terms, customized for your wealth management SMS program.

Example SMS Terms and Conditions Section:

Acme Wealth Advisors SMS Terms & Conditions

Brand Name: Acme Wealth Advisors
Program Description: Receive text messages for appointment reminders, portfolio updates, and client support from Acme Wealth Advisors. Refer to use-case options for guidance.
Frequency: Message frequency will vary.
Cost: Message and data rates may apply for any messages exchanged with this number. Contact your phone provider with questions about your text or data plan.
Interruption: Carriers are not liable for delayed or undelivered messages.
Opt-Out: You can cancel SMS service at any time by replying STOP. After replying STOP, you will receive a confirmation message and no further SMS messages. To rejoin, text START to the phone number
Help: For assistance, reply HELP or contact us at [email protected].
Privacy: View our privacy policy at [DIRECT LINK TO PRIVACY POLICY].

Step 3: Update Any “Contact Us” Pages

Every webform collecting a mobile number (e.g., for consultation requests or newsletter sign-ups) must include an opt-in checkbox for receiving text messages. The check box must be unchecked. The opt-in message must include:

• Consent to receive text messages.
• Your brand name (e.g., Acme Wealth Advisors).
• The use-case for the messages (e.g., account notifications / customer care)
• Message frequency disclosure (e.g., “Message frequency varies”).
• Message and data rates disclosure (e.g., “Msg & data rates may apply”).
• Instructions to reply HELP for assistance and STOP to opt out.
• A link to your Privacy Policy.
• A link to your Terms & Conditions.

Sample Opt-In Message:

By submitting this form and signing up for texts, you consent to receive account notification text messages (e.g., appointment reminders) from Acme Wealth Advisors at the number provided. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP. Reply HELP for help. Privacy policy [link] and Terms & Conditions [link].

Example Form:

You MUST do these things before you register for a dedicated number within GReminders.

If you do not have these items your Brand and Campaign submission will rejected, which can cause delays in getting your dedicated number approved.

If you need help please contact [email protected]