Avoiding Financial Scams and Identity Theft Slams

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Who Are They?

  • Financial fraudsters are after your assets.
  • Identity thieves steal your personal information (often to then commit financial fraud).

What Do They Want? Your Money and Your Life

  • Social Security Numbers, passports, driver’s licenses, and similar identifying information.
  • Financial account and credit card numbers.
  • Passwords (or insights about you that help them guess at weak ones).
  • Your and family members’ contact information (name, address, phone, e-mail).
  • Your and family members’ ...
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How to Respond to a Data Breach

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Advice from a recent SEC investor bulletin on cyber securityTime is of the essence, whether your personal data has been compromised as part of a larger targeted cyberattack, or you are the victim of an individual cybercrime. You’ll need to take immediate action to minimize the impacts. These are steps you should take within specified timeframes after discovering your data has been breached.

Within the first 24-48 hours

  1. Call your advisor, regardless of where or ...
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