Have you received a suspicious email or phone call lately?
Has someone tried to confirm your personal financial information?
It is okay to not answer unsolicited requests about you and your financial information.
The SEC and Federal Reserve are concerned about the proliferation of identity theft and cyber crimes and are asking all financial institutions to help keep the public informed about what you can do to make sure that you only provide your personal and financial information to those institutions that you have a relationship with.
3 Tips to Combat Identity Theft
You should be wary of all unsolicited telephone calls, emails and text messages, particularly if they request financial information. If you are ever in doubt of someone asking for information, we recommend the following:
- If you have been called by phone, tell the person calling that you will call back at the phone number on your statement. Do not ask them for a call back number.
- If you receive an email, you can also look up the phone number from a statement or company website and call to confirm that the email is valid. Same goes for text messages.
- If you are a client of ours, you may also feel free to call us and we will help you determine if the request for information was valid. And if you are unfamiliar with an email or other correspondence from our office, please call or email your Advisor or member of your service team for assistance and confirmation of the request.
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