SEPTEMBER 21, 2017
Addressing account security is a good opportunity to reach out to your clients to let them know you care about the protection of their personal information.
3 Ways to Increase Your Account Security in Minutes
Share these tips with your clients to show how they can quickly make their online accounts more secure.
1. Create a smart password
2. Sign up for e-delivery
3. Keep contact information current
Phishing attempts and email scams are on the rise. 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.
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing.