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Don't Get Hooked by this Phishing Scam

Clint Dunn
Phishing Scam

The fraudsters are at it again and this time they’re posing as Charles Schwab. In a new wave of phishing attempts, you may receive fraudulent emails that appear to be sent by Schwab.  Pay close attention as there have been several variations of these new phishing emails attempted. The most common email references an e-payment and security notice as shown below.

These phishing emails typically contain a link to a legitimate-looking Schwab website and prompt you to provide login credentials and other personal information.


1.  DO NOT click on any links within the email or provide any personal information.

2.  Delete the email immediately and let your Advisor know that you received it.

3.  Continue to have a heightened awareness of fraudulent emails and never click on links that you are at all suspicious of. 


Note: If you’re a client of Charles Schwab, we are not aware of a security breach and are sending this communication as a purely preemptive measure to all of our clients, irrespective of custodian. More than likely, these fraudsters are shooting in the dark hoping to find a client of Schwab to reap havoc upon. Stay alert!  This is a generic phishing attempt and not specific to Beaird Harris.



Charles Schwab works to protect you from unauthorized account access and other security hazards. Learn more about these protections through SchwabSafe®, a collection of security measures designed to keep your personal and financial information safe online. 


If you suspect fraud or identity theft, the faster you act the better. Here is what you need to do, right now.

1. Contact us first.

Call Beaird Harris at 972-503-1040. After hours, contact Schwab at 800-435-4000. If abroad, call +1-602-355-7300.

2. If you confirm unauthorized activity, let the credit bureaus know.

Equifax-Call 800-525-6285 or visit, or write P.O. Box 740250, Atlanta, GA 30374 

Experian-Call 888-397-3742 or visit, or write P.O. Box 9556, Allen, TX 75013 

TransUnion-Call 800-680-7289, or visit, or write P.O. Box 6790, Fullerton, CA 92634

3. After contacting the credit bureaus, notify the appropriate government agency.

Visit the FTC’s Identity Theft Site to learn more.

BLOG DISCLOSURE:  Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beaird Harris Wealth Management, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Beaird Harris Wealth Management, Inc..  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Beaird Harris Wealth Management, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Beaird Harris Wealth Management, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

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