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: