Cybersecurity

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

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.
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.
Do not answer texts that are not from someone you know.
Never send money or give out bank/credit card information from someone that has contacted you.
Never allow anyone to take control of your computer.
Never click on links unless you are aware they are coming to you or are coming from a trusted source.
Don’t send personal information through email or text (Social Security number, birthdate, full account number, bank information).

Ways to Protect Yourself

Contact financial institutions and inquire into adding additional security layers; add multi-factor authentication to all your logins.
Transact business only with your trusted professionals like your financial advisor, banker, CPA, etc.
Freeze your credit with the three credit agencies. Allodium can provide instructions.
Use long, complex passwords; change passwords frequently; consider using a password manager.
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. Types of emails: friends and family emails, financial accounts emails, and shopping emails.
Use a junk email used for items that require an email for you to complete a transactionbut you don’t want them to have your real email and get marketing items.

If You Are a Victim of Fraud

Disconnect your computer from the internet (Wi-Fi or ethernet cable) and shut down/power off the device completely.
Stop all transactions and do not change passwords until your computer is cleaned and restored.
Take all electronic devices (laptop, iPad, phone) to a professional (e.g. Geek Squad) to scan for viruses and remove any threats. It is important to take all devices as a virus can affect other devices once in your network.
Contact Allodium and your bank(s) immediately.
Contact or visit your local police department.
Submit a report to the FBI at IC3.gov.

Disclaimer: Allodium is not a cybersecurity expert. A specialized cybersecurity professional who has expertise in your situation should be consulted, especially if problems persist.

If You Are
a Client of Allodium

Always contact Allodium for assistance with your financial accounts. We are a resource and have a dedicated team with Schwab.
Add a layer of protection to your Schwab accounts that only allows trading and movements of money (journals, wires, ACHs, checks) to be transacted by Allodium, not you or anyone else. Contact Allodium for assistance.
Call Schwab and add a verbal password to your profile, it protects you should a fraudster try to call Schwab. Call Schwab Alliance (800) 515-2157 and request they add this.

Let’s Meet

We invite investors with portfolios over $1 million to a
complimentary “Get Acquainted” meeting with one of our
financial advisors.