Home    News & Publications    Be Cautious About Information You Put In Emails

Be Cautious About Information You Put In Emails

August 21, 2019

We are all familiar with the frequent headlines of companies having their security compromised and our data taken by hackers. While we cannot control company’s computer security, we can control what we put in emails and attachments.

It is important to not include such identifiers in text or attachments as:

  • Account numbers
  • Social Security number
  • Date of Birth
  • Credit card information
  • Driver’s License
  • Signature details
  • Tax or investment information
  • Passwords

There are alternatives to communicate this information. If you are an ongoing client of Financial Connections Group, Inc. you have a private portal to upload/download information. If you are a financial planning client and we work on a project with you, we use ShareFile.

Options you might consider if you must share sensitive information:

  • Encrypted email programs such as Infoencrypt or SafeGmail
  • Attachments uploaded with confidential information: ShareFile, PeerLink, Box, FileCloud and DropBox

IN THE MEDIA

Financial Connections makes its staff available to journalists to share knowledge.

READ MORE

ABOUT FEE-ONLY SERVICES

No Hidden Costs. No Referral Fees. No Commissions.

As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.

Download the fee schedule Download Disclosure Form ADV Parts 2 & 3