Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective. Here are some things you can do

Start With a Review

Take inventory of information that’s potentially lost or exposed. The Federal Trade Commission’s site has a list of the most common information you’ll want to track.

Inform People and Institutions who Could Help

Report it to the authorities right away. The sooner you report the activity, the sooner you limit your liability. The Federal Trade Commission’s site is a good place to start the reporting process.
Update all your other financial institutions, too. Let the banks and companies where you have credit cards know about the situation. Don’t forget to include your Financial Advisor if you haven’t already.

Get Proactive

Stay alert for increased phishing emails. Don’t click on a link, 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
File your tax return early. Beat potential scammers by filing your return—and getting any tax refund you’re owed—as soon as you receive the reporting information you need.
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.


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