Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

How To Use Group Texting

Send a message to multiple contacts who share mutual interests

This feature is currently in beta and not yet available for Twilio users.

Group texting is a powerful way to communicate with multiple contacts who share mutual financial interests — like families or business partners — making it easy to share important information quickly.

How Do I Start a Group Message?

  1. From your Dashboard, click Messages, then + Message.
  2. Select Group Message from the dropdown menu.
  3. Search for and select your contacts.
    • Note: You must select between 2 to 9 contacts to start a Group Message.
  4. For any contact who hasn't opted in yet, select Request Opt-In next to their name. Contacts who have opted out of messages cannot be added to the Group Message.
  5. Depending on your compliance department or home office requirements, you may need to obtain consent from recipients before sending a Group Text.
    • Positive Consent: Send your firm's consent message to all recipients and wait for them to reply "Accept" before proceeding.
    • Negative Consent: Send the consent message and proceed with the group text without waiting for a response.