Short Message Service (SMS) Privacy Statement

INTRODUCTION

At Evergreen Bank Group (the Bank), we are committed to protecting your privacy and ensuring the security of your personal information. This SMS Privacy Statement outlines our practices regarding the collection, use, and disclosure of your personal information when you interact with our financial services through SMS.

This privacy statement is separate from other Bank privacy policies.

CONSENT

By using our SMS services, you consent to the terms and conditions outlined in this SMS Privacy Statement. If you do not agree with these terms, please refrain from using the Bank’s SMS services. Message and data rates may apply.

INFORMATION WE COLLECT

The information we collect on or through SMS may include:

  • Name
  • Contact Information (e.g., phone number)
  • Account Information
  • Transaction Details
  • Security Information (e.g., PIN,)
  • Any other information you provide during SMS interactions

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How we use your information

We may use your personal information for the following purposes:

To provide you with financial information and services.

To verify your identity for security purposes.

To respond to your inquiries and provide customer support.

To send important account-related updates and alerts.

To improve our SMS services and overall customer experience.

Disclosure of your information.

We may disclose your information to the following parties:

Service providers who assist us in delivering SMS services.

Regulatory authorities or legal entities when required by law.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be sold or shared with any third parties.

Security Measures

We employ robust security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include access controls, and regular security assessments.

Retention Period

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this SMS Privacy Statement and to comply with legal and regulatory requirements.

Your Rights

You have the following rights concerning your personal information:

Access: You can request access to the personal information we hold about you.

Correction: You can request corrections to inaccurate or incomplete personal information.

Deletion: You can request the deletion of your personal information under certain circumstances.

Opt-Out: You can opt-out of receiving SMS messages from us at any time. To exercise these rights, please complete one of the following:

Contact customer support at: (888) 505-2265

Written notice to us at: 1515 W 22nd Street, Suite 100W, Oak Brook, IL 60523

Reply STOP to the message you received

Reply HELP to the message to learn how to receive help

Messaging Practices

The Bank issues SMS text messages for both single-use and recurring campaigns depending on user opt-in preferences. Recurring campaign messaging frequency may vary. Consent to receive text messages is not a required condition of receiving the Bank’s client products and services.

FreedomRoad Financial and Performance Finance are divisions of Evergreen Bank Group, an Illinois Chartered Banking Institution.

Rev. 01/2025

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