Investor Protection Checklist

At Adviser, protecting our clients’ information is our highest priority, and we are continually working to improve our security technology and protocols. Internet scammers and other cybercriminals are constantly probing for weak spots, including your personal devices like phones, PCs and tablets. But there are important steps you can take that will help keep your information, and your money, secure.

This comprehensive checklist provides action items to improve your defenses and reduce your chances of falling victim to fraud.

Topics include:

• Financial account management
• Email essentials
• Device management
• Password protection
• Social media security

Investor Protection Checklist

Keeping our clients’ information secure is of paramount importance for Adviser. And while we have taken clear, actionable and evolving steps in our own security measures, cyberfraud is always progressing. These threats take various forms and no one is fully immune.

To reduce the likelihood of fraud, we encourage you to adopt a series of measures to protect your identity and mitigate potential security risks. This checklist lays out a number of commonsense steps you can take to help keep your information safe.

We also offer all of our clients access to Adviser Insights, a personal financial website where you can aggregate accounts and securely store important documents in our encrypted digital Vault, which can help check off a number of the actions suggested below.

Financial Account Management

Email Essentials