Whether you're permitted to text through Pageport depends on your Broker-Dealer’s compliance rules. Below is a quick overview of texting policies for some of the most common Broker-Dealers we work with:
LPL Financial:
Texting through Pageport is not permitted.
LPL requires the use of MyRepChat as their approved texting platform. They do not permit texting with leads (non-clients), and they do not provide API access, which makes any Pageport integration impossible.
Cambridge Investment Services:
Texting is permitted only through MyRepChat.
Centaurus Financial:
Texting is permitted only through TeleMessage.
Kovack Securities:
Automated texting through Pageport is not permitted.
Kestra:
Automated texting through Pageport is not permitted.
For RIAs and Hybrid Advisors
If you're an RIA—or work with one—you likely have an approved, compliant texting tool we can integrate with. We also offer native texting directly in Pageport at no extra cost, including full archiving for compliance.
For a breakdown on how we archive texting, click here.