Key Takeaways
- Scenario 533 is an RSU-vest confirmation CSV — not crypto withdrawals, domestic wires, brokerage trade confirms, 529 contributions, 401(k) match, HSA/FSA, escrow interest, 1099 notices, garnishment remits, annuity payables, dividends, loan draws, FX, insurance lapse, BNPL, chargebacks, ACH NSF, payroll, EWA, collections, KYC, travel, card PIN, or settlement.
- “Vest RV-9 posted — last-4 47” is transactional. “Open a brokerage with us” is marketing. Split SIMs.
- Dashboard OTP stays on a dedicated Android. A vest-window file will starve it.
- Priced by devices and SMS send volume. You use your own phone and operator SMS credit. Free is 1 / 300 / 300. Developer is 25,000 SMS per year.
- Do not put grant id, share count, or SSN on the SMS. Vest id + last-4 is enough.
- REST import fields live in Developer Center — not a CodeCanyon RSU add-on. MCP, if you use it, is only a REST wrapper.
Summary
Scenario 533 is fintech bulk CSV for RSU vest confirmations. Equity ops owns the cycle. The Android is a radio, not the cap table. Priced by devices and SMS send volume. You use your own phone and operator SMS credit.
If you SMS share counts because “people like the number,” you have turned a confirm file into a compensation leak.
RSU vest files
Import vest id, last-4, and a portal link — not grant id or share count. CSV import · fintech notes. Fields: Developer Center. Industry context: GSMA.
Column map
| Column | On SMS | SIM | Do not |
|---|---|---|---|
| Vest + last-4 | Yes | Transactional | Grant / shares / SSN |
| Ticker short | Ok | Same From | Reuse as a marketing key |
| Brokerage pitch | Promo only | Promo MSISDN | Ride the confirm inbox |
| Dashboard login | OTP | Dedicated OTP phone | Share the batch radio |
No grant on the SMS
Last-4 is enough for the employee to recognize the confirm. Idempotent send. DLR ≠ broadcast — DLR.
Cost
Priced by devices and SMS send volume. You use your own phone and operator SMS credit. Free: 1 device, 300 SMS lifetime, 300 contacts. Developer: 25,000 SMS per year. Paid plans uncap platform volume; devices still meter. Pricing.
Ops
Spare radio before a vest-window run. Doze · setup.
Security
Drop the CSV after send. Encrypt at rest. Trust Center · OTP. Brokerage-pitch STOP off the confirm inbox. STOP.
Checklist
- No grant / shares / SSN on SMS.
- Idempotency on vest + last-4.
- OTP isolated.
- File deleted after send.
- Airtime for vest-window run.
Next steps
Transactional SMS · SMS API documentation.
Related product pages
Jump to the live product docs for this topic—not another long-form article.
- bulk SMS from Excel and CSVSpreadsheet campaigns
- contacts, lists, and segmentsAudience hygiene
- bulk SMS with consent best practicesHigh-volume outreach
- SMS API documentationLive endpoint reference
