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Ballast Advisors Client Online Security Checklist

Ballast Advisors Client Online Security Checklist

Have you reviewed an online security checklist with your financial advisor?

Something as simple as unauthorized access to your smartphone could allow someone to get more than your photos – they could gain access to your online investment accounts. Following preventative steps can go a long way toward keeping you and your personal information more secure, helping protect you from identity theft, and maintaining more secure accounts.

“Ballast Advisors uses an online security checklist and we regularly cover highlights of the checklist with clients during meetings,” says Paul Parnelll, Wealth Advisor.

Your advisor should help you learn best practices, and you should have expectations that they do as well. Steps such as using two-step verification and encryption, keeping technology up to date, and ensuring that you use secure networks when you login to view your financial data are key.