How To Protect Your Financial Information

Protect your Social Security Number.

  • Provide your Social Security number only when absolutely necessary, and do not carry your Social Security number with you. 

Treat your Trash and mail carefully.

  • To thwart an identity thief who may pick through your trash or recycling bins to capture your personal information, always shred your charge receipts, copies of credit applications, insurance forms, physician statements, checks, bank statements, expired charge cards that you're discarding, and credit offers you get in the mail.
  • Always deposit your outgoing mail containing personally identifying information in post office collection boxes or at your local post office rather than in an unsecured mailbox. 

Be on guard when using the internet.

  • The Internet can leave you vulnerable to online scammers, identity thieves, and more. For practical tips to help you be on guard against Internet fraud, secure your computer, and protect your personal information, visit

Verify a source before sharing information.

  • Don't give out personal information on the phone, through the mail, or over the Internet unless you've initiated the contact and are sure you know who you're dealing with. Identity thieves are clever and may pose as representatives of banks, Internet service providers (ISPs), and even government agencies to get people to reveal their Social Security number, mother's maiden name, account numbers, and other identifying information.  

Avoid email hack attacks.

  • In the most serious cases, a compromised email account can lead not only to identity theft, but also to theft of your money. That’s why one of the most important first steps you should take if your email account has been hacked is to notify your brokerage firm and other financial institutions. Take a look at Email Hack Attack? Be Sure to Notify Brokerage Firms and Other Financial Institutions to find out the steps you should take if your email is hacked.