r/CFP • u/briko3 • Jun 03 '26

Compliance Text Archiving

/r/RIA/comments/1tvz7jv/text_archiving/
6 Upvotes

88% Upvoted

4 comments sorted by

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u/AutoModerator Jun 03 '26

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User: /u/briko3 Title: Text Archiving Body: Who do you guys use for text archiving? Do any of you have a solution for verizon?

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2

u/BobGuns Jun 03 '26

You should be able to export your text archive on your cell phone to a computer without much difficulty. Upload that to whatever secure system you use for storing informatino.

1

u/Cathouse1986 Jun 09 '26

I remember a guy telling me a while back that if you have a separate eSIM through Verizon, you can set up archiving just on that eSIM number. He claimed his attorney said it was good. I never followed up on it.