Text Message Terms · Effective October 2, 2026

Text Message Terms.

The program

Axxcess Wealth Management, LLC (“Axxcess,” “we”) texts one-time verification codes to clients' mobile phones when a client signs documents or authorizes an account transaction on the Axxcess secure signing page. This program sends only verification codes; it sends no marketing or promotional messages.

Opting in

You opt in by giving your mobile number to your Axxcess advisor for this purpose and agreeing to receive verification codes by text. A code is sent only when you ask for one on your signing page.

Message frequency and cost

Message frequency may vary: usually one or two messages each time you sign or authorize. Message and data rates may apply.

Opting out

Reply STOP to any message to opt out. We will send one message confirming that you will receive no more texts. To receive codes again, reply START.

Help

Reply HELP for help, or contact us at support@axxcessplatform.com or 1-866-217-5607.

Carriers

Mobile carriers are not liable for delayed or undelivered messages.

Privacy

How we handle your mobile number and your consent is described in the Text messages section of our Website Privacy Notice.

Changes

If we change these terms, we will post the new version here with a new effective date.

Axxcess Wealth Management, LLC · 6005 Hidden Valley Rd, Suite 290, Carlsbad, CA 92011
support@axxcessplatform.com · 1-866-217-5607