SMS Terms

By providing consent to receive text messages from Monterey Financial Services, LLC, you agree to receive transactional and customer care SMS communications related to your account and services. These messages may include one-time passcodes (OTP), two-factor authentication (2FA), login verification, account security notifications, onboarding or introduction information, account status updates, payment-related notifications, and customer support communications.

Message frequency varies based on user activity and account interactions. Message and data rates may apply.

Reply STOP to opt out at any time. Reply HELP for assistance or contact us at 760-639-3500.

Users opt in by providing their mobile phone number through our website, application, customer service interactions, or account enrollment processes and consenting to receive SMS communications.

Mobile phone numbers and SMS consent information will not be shared, sold, or disclosed to third parties or affiliates for marketing or promotional purposes. Information may be shared with service providers or vendors solely as necessary to deliver SMS communications and related services.