Contact information

Effective Date: April 25th, 2026

1. Overview

Swipe to Status provides all client support and consulting through a secure client messaging portal.

This policy outlines how communication is handled to ensure:

  • Organized conversations
  • Accurate responses
  • Secure handling of your information

2. Primary Communication Method

All client communication must take place through the client messaging portal within your account.

Through the portal, you can:

  • Ask questions
  • Submit follow-ups
  • Receive responses from your advisor
  • Review past communications

This ensures your information and recommendations remain organized and accessible in one place.

3. Email & SMS Notifications

Swipe to Status may use email and text messages to:

  • Confirm purchases
  • Notify you when your report is ready
  • Alert you when your advisor has responded
  • Provide important account updates

Important:
Email and SMS are notification-only channels.

4. No Advisory Communication via Email or Text

Advisors will not provide consulting, strategy, or support through:

  • Email
  • Text message (SMS)
  • Social media
  • Any external communication channel

If you send a message through these channels:

  • You may receive a notification directing you back to the portal
  • Your message will not be answered outside the portal

5. Response Times

Typical response times within the client portal:

  • Initial response: 1–3 business days
  • Follow-up responses: 1–3 business days

Response times may vary depending on:

  • Message volume
  • Complexity of your request
  • Completeness of your information

6. Client Responsibilities

To receive timely and accurate responses, you agree to:

  • Submit all inquiries through the client portal
  • Provide clear and complete information
  • Monitor your email/SMS for notifications
  • Log into your account to review responses

7. Communication Conduct

You agree to communicate respectfully and professionally.

Swipe to Status reserves the right to:

  • Limit or suspend communication
  • Terminate services

in cases of:

  • Harassment
  • Abusive behavior
  • Misuse of the platform

8. Security & Privacy

For your protection:

  • Do not share sensitive information outside the client portal
  • Keep your account credentials secure

All consulting-related communication should remain within the portal to maintain privacy and accuracy.

9. Missed Communications

Swipe to Status is not responsible for missed updates due to:

  • Failure to check your client portal
  • Incorrect contact information
  • Ignored notifications

It is your responsibility to monitor your account.