As more companies and agencies have switched from using traditional methods of record keeping and doing business to using the Internet/cloud, cybersecurity has become a growing issue. Instead of having to obtain physical copies of information, perpetrators can now access personal information such as credit card and social security numbers or passwords by simply using the Internet. In order to avoid identity theft and data breaching, we have provided the following tips:

Following these tips can make a difference in preventing fraud. If someone has gained access to your information, they may be able to answer the security questions TD Ameritrade or Schwab asks, so we highly advise our clients to call Asset Planning directly instead of contacting TD Ameritrade or Schwab when verifying transactions. We work hard on keeping close relationships with our clients, and we are more likely to identify fraud by being able to recognize differences in voice and mannerisms.