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
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