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We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.

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The Fraudsters Are Calling, Not Your Custodian!

Jacob King

Be aware!  Fraudsters are calling pretending to be Customer Service Representatives of Charles Schwab and Fidelity Investments.  The odds are you’ll never receive one of these calls; however, because of the serious nature of these calls and the significant financial damage that could ensue, we want you to be informed. 

When these fraudsters get you on the phone, they try to get personal information from you that they can use to steal your money.  Smarter thieves have even been known to recite the victim’s Social Security number, previously made investment purchases, or imitate the custodian’s toll-free (or local) number on your caller ID. 

Our advice to you if you ever receive a call from anyone requesting that you confirm recent transactions or provide personal or account information, is to simply ask for their name and call back number.  Then, hang up and call us.  We’ll be happy to conference in your custodian directly, to determine if the caller is legitimate.

For all the honest, good people out there trying to live their lives the right way, there are groups of con artists trying to steal it away. Identity theft is one of the fastest growing crimes in the United States, and yet it seems we can do little to stop it.  Most often identity theft makes the news because of online shopping security breaches. However, identity theft victims aren’t limited to those who shop online—telephone scams are on the rise – and they’re pretending to be custodians of your investment accounts!

We take the security of our client’s accounts very seriously and want to remind you to always protect your personal identifying information.  We appreciate your relationship and thank you for trusting Beaird Harris to manage your financial resources.

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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