These SMS Terms & Conditions explain how 1031 Fidelis may communicate with you by text message.

1031 Fidelis supports outreach, communications, appointment coordination, consultation follow-up, and opportunity-review communications for Fidelis1031, a Qualified Intermediary serving 1031 exchange clients.

By providing your mobile number and submitting a Contact form, Book Appointment form, consultation request, or similar website form that includes SMS consent language, you agree to receive SMS/text messages from 1031 Fidelis as described in these SMS Terms & Conditions.

SMS messages from 1031 Fidelis may include:

- Appointment coordination

- Consultation follow-up

- Responses to your inquiry

- 1031 exchange opportunity information

- Communications related to Fidelis1031 Qualified Intermediary services

- Broker, advisor, or referral-aligned follow-up

- Related service communications

Message frequency may vary depending on your inquiry, appointment activity, consultation status, and related follow-up needs.

Message and data rates may apply to any SMS messages sent to you from 1031 Fidelis and to any SMS messages you send to 1031 Fidelis.

Please contact your mobile carrier for details about your text messaging or data plan.

You may opt out of SMS messages at any time by replying STOP.

After you reply STOP, you may receive one final confirmation message confirming that you have been unsubscribed. After that, you will no longer receive SMS messages from 1031 Fidelis unless you opt in again.

You may request assistance at any time by replying HELP.

You may also contact us directly at:

SMS consent is not a condition of purchase or service.

You may contact 1031 Fidelis by phone, email, or website form even if you do not wish to receive SMS messages.

You may opt in to receive SMS messages from 1031 Fidelis by providing your mobile number and submitting a Contact form, Book Appointment form, consultation request, or similar website form that includes SMS consent language.

By submitting a form that includes SMS consent language and providing your mobile number, you agree to receive SMS messages from 1031 Fidelis regarding appointment coordination, consultation follow-up, 1031 exchange opportunity information, communications related to Fidelis1031 Qualified Intermediary services, and related service communications.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

SMS consent and phone numbers collected for SMS communication purposes will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except as necessary to provide SMS messaging services, comply with applicable law, or protect the rights, safety, and security of 1031 Fidelis and its users.

For more information about how we collect, use, and protect information, please review our Privacy Policy.

SMS delivery is subject to mobile carrier availability and network conditions. Mobile carriers are not liable for delayed or undelivered messages.

1031 Fidelis may update these SMS Terms & Conditions from time to time. Updates will be posted on this page with a revised “Last Updated” date.

If you have questions about these SMS Terms & Conditions or need assistance, contact us at:

For more information, please review our Privacy Policy and Terms of Use.