Cetera + Texting Disclosure

If you're a Financial RIA whose Broker Dealer is Cetera, you must set up a disclosure to send along with your text messages sent through Levitate. Here, we'll illustrate how to get that set up and what is required.

Navigate to your Levitate dashboard

Click your name in the upper right corner to show the settings menu, and choose Settings

In settings, navigate to Texting

There, you will see 'First Text Meeting Signature and Disclosure'— this is where you will fill out your identifying information and disclosure for Cetera.

This is how it should be formatted:

Once you hit Save, this text will be added as apart of the first text you send out to a contact through Levitate. Here's what a text with this information looks like:

From Cetera— here are the specifics as to what needs to be included:

• Your Full Name
• Cetera Approved Title
• Your specific Broker Dealer Disclosure
• Registered Address
• Registered Phone Number

Still have questions? Reach out to your Success Specialist directly!