Broker Check

Privacy and Security Center

  • Never respond to an e-mail that appears to be from us but is asking for personal information such as account number, social security number, or online banking username/password. We will never request information from you in this manner. If you receive an e-mail that appears to be from us and is asking for personal information, please report this to us at your earliest convenience by completing the form at the bottom of this page. If the e-mail is determined to be fraudulent, this will allow us to quickly respond. 
  • Never open emails that appear suspicious. Fraudulent emails that appear to be from the IRS, FBI, FDIC, Federal Reserve, NACHA, UPS, FedEx, Western Union, and other companies or government entities are becoming common place. Clicking on a link in a fraudulent email or opening an attachment may install a virus on your computer that allows someone to log your online activity and/or remotely access the computer.   
  • Make sure your computer is running a full anti-virus program that is actively scanning at all times. Be sure that your anti-virus program is updating automatically; outdated anti-virus programs will not protect you from new threats. It is also recommended to use a paid anti-virus program as opposed to a free version. 
  • Exercise extreme caution when accessing your internet banking account while at a Wi-Fi hotspot (ex. A hotel, coffee shop, restaurant). These networks are often unprotected and are a high security risk.