Security is a partnership.
Complying with these preventive measures help protect your accounts and ensure your eligibility for reimbursement
- Review statements: Check for unauthorized account activity and report suspicious transactions immediately related to the suspected activity by calling Raymond James Client Services at 800.647.7378.
- Assist in investigations: Help us investigate and address any unauthorized activity in your account.
- Safeguard information: Protect your login details, including username and passwords, and do not share them with any third parties (including aggregators). Sharing your information, including through suspicious emails, implies authorization of that person’s activities.
Additionally, secure your assets and personal information by:
Updating software: Install the latest updates and use security software on your computers and mobile devices. Security software includes antivirus, firewalls and encryption. Always wipe data before selling or disposing of devices.
Using wireless networks with caution: Avoid accessing sensitive websites on public Wi-Fi or when away from home.
Creating strong passwords: Use complex, unique passwords that contain a combination of uppercase and lowercase letters, numbers and special characters. Always enable multi-factor authentication. Do not share your passwords.
Opting in for electronic statements: Enroll in online document deliver through Raymond James Client Access to receive your statements electronically.
Staying alert: Never open attachments or click on links in suspicious emails or text messages or from senders you don’t recognize. Limit the personal information you share on social media.
Beware of scammers: Familiarize yourself with popular scam techniques, such as criminals posing as representatives of reputable companies such as your bank or claiming your computer is infected with a virus to gain access to your personal information. Misspellings and grammar mistakes are often a red flag.
Manage data sensibly: Shred sensitive documents before disposal.
Check up on your security
Reach out to your financial advisor for answers to your account security questions and for practices to better protect your financial assets.