Identity theft protection

Email accounts get hacked every day because of weak passwords.  Phishing campaigns succeed when the receiver unknowingly clicks on a corrupted file or link.  Phone scams continue to prey on the elderly.  Identity theft protection and cybersecurity are top-of-mind at Pittenger & Anderson. If you are the victim of a security breach or identity theft, time is of the essence.  The faster you can notify your financial vendors (including P&A), the less damage that will be done.  Understanding all the issues related to cybersecurity as well as staying abreast of the latest threats is a challenge.  Use us as a resource.

The following PDF’s contain useful tips for preventing fraud, how to respond to a data breach after-the-fact, and the steps Charles Schwab takes to protect your information.  Additionally, we have included a link to a special offer from Tamarac for Lifelock.  Tamarac is our portfolio software provider.  If you utilize the P&A Client Portal and/or the P&A app, you are using Tamarac products.  Lifelock is a leading identity theft protection service provider.  For a limited time, you can save 20% off the regular price of Lifelock coverage by using the code WELLBEING.  While P&A does not endorse any specific product, we believe credit monitoring is a good practice.

Tips for preventing fraud

How to respond to a data breach

How Schwab protects your information

Lifelock Identity Theft Protection – 20% discount offer

Clicking on the links listed on this page may result in leaving the Pittenger & Anderson, Inc. website. The opinions and ideas expressed on any external websites are those of third-party vendors.  Pittenger & Anderson, Inc. has not approved or endorsed any of the third-party content.

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Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 800+ clients in over 30 U.S. states.

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