Prevent identity theft

Keep your information close

Keep the sharing circle tight. While having more open conversations with your loved ones about money can be beneficial, share specific personal and financial information with a trusted few. Be cautious about who you tell your Social Security Number or account numbers and balances.

Never give personal information to someone you didn’t call.
Phone calls are still the number one contact method for fraudsters.

Shred financial statements.
Once you read your credit-card bill or account statement, put them through the shredder. A small shredder for your home can come in at less than $50—far less than the potential cost of time and money in the event of an identity theft.

Bring in the mail. Your mailbox may be full of statements from your bank, credit-card companies, or even Financial Advisor. Those documents are a treasure trove of personal and account data for thieves.

Protect yourself online

Use strong passwords. Combine upper-and-lower-case letters, numbers, and symbols. And avoid the most popular password: 123456.

Think before you click. Emails “phishing” for your data often include infected attachments or links to fake websites. Don’t click on either one, especially if it’s to a financial institution. Instead, call the company (or your Financial Advisor) directly, at the number on your statement or credit card—and not the one in the email.

Be proactive

Expect a tax refund? File your return early. Beat thieves from fraudulently claiming a tax refund by filing well before the April 15 deadline.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Working with Janney 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Get the benefit of convenient, timely access to your accounts with Janney Online Access. Checking your portfolio and financial plan progress is easy when you use Online Access. Transfer funds, store documents including wills and power-of-attorney permissions in a central Document Vault, and manage your eDelivery notice preferences.