Protecting your finances from hackers is more critical than ever. Cybercriminals are getting more sophisticated, accessing sensitive information like social security numbers and attempting to steal directly from financial accounts.
I recently experienced this firsthand when someone impersonated one of my clients. The fraudster knew my client’s social security number and tried to withdraw funds under the guise of an emergency.
Fortunately, we were suspicious and confirmed the scam before any money was lost. This encounter highlights the importance of being proactive about securing your accounts. That’s why, in this episode, I’ll share seven essential steps to protect your Schwab accounts from hackers.
You will want to hear this episode if you are interested in... - [1:22] Join a live in-person retirement readiness workshop or sign up online
- [1:56] What happened when a hacker tried to access a client’s account?
- [3:37] Step #1: Make sure your email is secure
- [5:00] Step #1: Protect your passwords
- [5:56] Step #3: Keep your web browser up to date
- [6:48] Step #4: Set up online access to your accounts
- [9:30] Step #5: Turn on alerts on your Schwab accounts
- [12:31] Step #6: Monitor your monthly statements for suspicious activity
- [13:11] Step #7: If you’ve been hacked, call Schwab
Resources Mentioned - Retirement Readiness Review
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Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact
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