Communication Preferences
Separate required operational communications from optional marketing and relationship updates.
Product preview. Actions demonstrate the approved workflow but do not create a legal acceptance, request, certification, audit record, message, or external system event.
Relationship communications remain enabled.
Scheduling, updates, document requests, service notices, security alerts, and required legal notices may use SMS, email, telephone, and secure portal messages as described in the governing agreement.
Required communications
Required operational communications are governed by the applicable agreement and cannot be disabled here while the relationship remains active.
Marketing & relationship updates
Calls, virtual meetings, and other permitted communications may be monitored or recorded where permitted by law and as described in the applicable agreement.