New Texting Number

by Nate Porter, Chief Operating Officer, SoundView Advisors

A few years ago, some SVA clients requested the ability to text with our team. While we love having conversations with our clients, there are some situations where texting can also be convenient.

In 2020 we researched our options and ultimately chose a secure/compliant platform for texting clients. Since that time, we’ve communicated with dozens of client households this way.

As of March, 2022 some changes are underway we thought you should know about.

1. We’ve recently upgraded our texting platform, switching from our previous provider.

2. Along with that change has come a new phone number to send and receive texts.

3. If you’ve texted with us in the past, we will be sending you a message from our new number; save it in your phone.
   

As with any technology platform, we want to be mindful and cautious. We’ll never ask you to do complex or out-of-the-ordinary tasks over text, and we’ll never ask for account numbers or other personally identifiable information.

If you’d like to communicate via text, please reach out to your Support Advisor, and we’ll make sure you’re all set up.