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Fraud Prevention Tips

Protecting Your Financial Life Together


In today's digital world, fraud and cybercrime are realities we all face. While our firm is committed to helping protect your accounts and assets, safeguarding your financial information works best when we partner together.

These resources are designed to help you recognize common cyber threats, understand how criminals attempt to gain access to sensitive information, and learn practical steps you can take to enhance your security. You may already be following some of these recommendations, while others may offer new ways to strengthen your protection.

Cybercriminals continue to evolve their tactics, using increasingly sophisticated methods such as phishing emails, malware, text message scams, and social engineering to steal personal information and account credentials. Their goal is often to access your accounts, compromise your assets, or obtain information they can sell or use for fraud.

The good news is that simple precautions can go a long way. By staying informed, exercising caution when sharing information, and following security best practices, you can significantly reduce your risk.

We've also included guidance on what to do if you believe your personal information has been compromised. And remember, if you ever have questions or concerns, we're here to help.


What is a Scam?

What is a Scam?

Your financial security doesn't stop at your investment accounts. Fraudsters can target you through email, social media, text messages, online marketplaces, and other digital platforms. Understanding how these scams work is one of the best ways to protect yourself. Use this guide to learn about common scam tactics and how to recognize and avoid them.

Security Tips & Best Practices

Review this checklist of best practices for preventing fraud. 

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Tips to Protect Your Schwab Account

Take these steps to defend your assets and your data.

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10 Steps to Prevent Check Fraud

Learn the steps you can take to mitigate risk associated with check fraud.

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