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Tips for Protecting Your Financial Information

Even the best procedures cannot prevent all instances of identity theft—especially if the vulnerability lies with you, the customer. The Financial Industry Regulatory Authority (FINRA) describes the critical steps you can take to safeguard your financial accounts and help prevent identity theft.

Some identity thieves use keystroke-logging software to capture usernames and passwords. Others "phish" for sensitive information by sending phony emails that purport to come from a legitimate financial institution but which ask for information your firm would never request through email.
Take the following steps to secure your brokerage accounts and your personal financial information:

Money Wiring Scams

Wiring money is like sending cash. Do not wire money to people you do not know.

Most money wiring scams begin with someone you do not know asking you to wire money. A scammer might use different ways to convince you to wire money. The scammer may say:

Personal Finance Books

Celebrate Money Smart Week by reading one of the new personal finance books listed below.

If you are looking for ways to boost your investment portfolio, need advice on creating a budget, or have questions about lowering your debt, the Carmel Clay Public Library has several books that contain practical information that can be beneficial in helping you reach your financial goals.