Cybersecurity

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At Allodium Investment Consultants, safeguarding your personal and financial information is as important as growing and preserving your wealth. In today’s digital world, cybercrime and financial fraud are constant threats. We take your data seriously, and that includes helping protect you from scams, data breaches, and identity theft.

Things Not To Do

1. If you unexpectedly receive a call, text, or email from an institution you currently work with (i.e. your bank), you should contact the institution directly. Common attacks are impersonations of employees or departments from institutions you work with i.e. your custodian, bank, financial advisor, etc.
2. Don’t answer calls from numbers you don’t recognize. Let it go to voice mail and if a message is left, contact a trusted source such as Allodium to help you review. 
3. Do not answer texts that are not from someone you know.
4. Never send money or give out bank/credit card information from someone that has contacted you.
5. Never allow anyone to take control of your computer.
6. Never click on links unless you are aware they are coming to you or are coming from a trusted source.
7. Don’t send personal information through email or text (Social Security number, birthdate, full account number, bank information).

Ways To Protect Yourself

1. Contact financial institutions and inquire into adding additional security layers; add multi-factor authentication to all your logins.
2. Transact business only with your trusted professionals such as your financial advisor, banker, CPA, etc.
3. Freeze your credit with the three credit agencies. Allodium can provide instructions.
4. Use long, complex passwords; change passwords frequently; consider using a password manager.
5. Have several email addresses to help filter spam and detect fraudulent emails. For instance, if you get an email about a financial account in your shopping email, this is most likely a fraud attempt. Examples of categories

• Friends/family email
• Financial accounts email
• Shopping email
• Junk email used for items that require an email for you to complete a transaction (e.g. comedy show tickets) but you don’t want them to have your real email and get marketing items.