Cyber Crime and Protecting Your Information | Planning Inslights
Keeping your information secure from criminals is a top priority for our firm. To better protect you and your accounts from cybersecurity threats, we continuously review security procedures to ensure that we are following best practices recommended by the custodians, financial institutions, and industry experts with whom we work.
While we feel we are taking clear and actionable steps in our own firm’s security measures, cyber fraud continues to escalate, is becoming more sophisticated, and is ever changing. These threats take various forms, including email scams (e.g., phishing), where criminals obtain investors’ identities and use that information to commit various forms of wire fraud.
As a fiduciary to your financial accounts, we are encouraging our clients to embrace a series of measures to help protect their identities and mitigate potential security risks. Watch your email for an Investor Protection Checklist.pdf that outlines some best practices for investors. Please carefully review this checklist with all members of your household.
We also ask that you do the following:
* If you change a current address, notify us so that we can update our records.
* If you suspect that your email account has been compromised, call us immediately.
Do not hesitate to contact us with questions or concerns about how we protect your accounts or the steps you and your family can take to better protect yourselves and mitigate risk. As always, we appreciate the opportunity to help you achieve your financial goals.