Cybercrime and fraud are serious threats and constant vigilance is key. While Pier Financial Advisors and Charles Schwab play important roles in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions may be things you’re doing now, while others may be new. We also cover actions to take if you suspect that your personal information has been compromised. If you have questions, we’re here to help.
Cyber criminals exploit our increasing reliance on technology. Methods used to compromise a victim’s identity or login credentials – such as malware, phishing, and social engineering – are increasingly sophisticated and difficult to spot. A fraudster’s goal is to obtain information to access to your account and assets or sell your information for this purpose. Fortunately, criminals often take the path of least resistance. Following best practices and applying caution when sharing information or executing transactions makes a big difference.
How we can work together to protect your information and assets
Safe practices for communicating with Pier Financial Advisors
How Schwab protects your account
Schwab takes your security seriously and leverages protocols and policies to help protect your financial assets. Below are actions you can take to reinforce their efforts and resources to assist you in keeping your account safe:
To learn more, visit Schwab’s Client Learning Center.
Follow general best practices
Keep your technology up to date
Be cautious with public networks
Be strategic with your login credentials and passwords
Be sure you’re on a secure website
Beware of phishing
What to do if you suspect a breach
Call my office at 901-471-8100 and Schwab Alliance immediately at 800-515-2157 so that they can watch for suspicious activity and collaborate with you on other steps to take.