Talking about account security is a good reason to reach out to your clients. In preparation for October’s National Cybersecurity Awareness Month, we’ve updated our security resources. The new articles provide great information on:
We also updated the page on our investor website. Have your clients review the updated page.
In addition to these tips for you to discuss with your clients, consider the information below for your own practice.
Online fraud and email scams are getting more complex. Have you received emails from clients requesting that you complete a transaction on their behalf? How do you know the email is from your client?
Reach out to your firm to find out the guidelines you should follow when receiving email requests from clients. For more information on phishing, review:
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.