Have you received a text from your financial institution asking you to verify a security code? If you get an unrequested call or text from Fidelity or any financial institution that you work with, asking for a security code, STOP. Never read back a security code. Never type the code into your phone or a website unless you are on an official Fidelity app or website or the official website or app of the financial institution that you work with.
Take additional measures to protect yourself like:
• Enroll in additional security features like multi-factor authentication and secure your mobile phone, social and email accounts.
• Be wary of calls or emails threatening legal action or account closures.
• Don't trust unexpected calls from individuals claiming to represent technical support, the IRS, or your financial institutions.
• Take care with information shared on social media. Information like your birthday or other personal information may seem ok to share, but scammers could take advantage and use this information to scam you.
• Don't send money to people you don't know.
• Investigate companies you find on social media before doing business with them.
If you received a text from your financial institution like Fidelity or have questions about how to protect yourself reach out to your XML wealth advisor. In addition, read the full article from Fidelity here.
Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.
This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment or tax decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML. Financial professionals do not provide specific tax/legal advice and the information presented at this should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.