Protecting Your Bank Account
With the recent increase in check fraud incidents, including “check washing,” where criminals steal checks from the mail and alter them to withdraw funds fraudulently, we are providing some tips to help protect your bank accounts and personal information. We encourage you to review these preventive steps and if you have any concerns or notice unusual activity in your bank accounts, please contact your bank immediately.
The short, easy-to-read guide below outlines:
- Ways to reduce the risk of check fraud
- What to do if you suspect fraudulent activity
- Trusted resources for identity protection and recovery
If you have any questions, please call our office.
How We Protect Your Investment Accounts
At RS Will Wealth, we maintain robust safeguards across all aspects of our business to protect what matters most—the trust our clients place in us to safeguard their information and assets.
As part of this commitment, our team members understand their responsibility in protecting both company and client accounts by adhering to established security procedures and protocols and by regularly participating in data-protection training.
To further protect your accounts, all requests are verbally confirmed directly with you (the account owner) before any action is taken, helping ensure that changes and money movements occur only with your direct authorization.
Printable Guide: Protecting Your Bank Account & Identity
