Broker Check

Protecting your assets is our top priority. That’s why we want to share a little about how imposter scams happen, and some steps you can take to help protect yourself.

Imposter scams refer to a scam where a fraudster impersonates a trusted individual, business, or organization to convince a target to transfer money. 
In an imposter scam, fraudsters will often:

• Contact you via a phone call, email, text, online advertisement, or social media post.

• Claim to be security/technical support for a known and reputable company, such as Microsoft, or a trusted financial institution like Schwab.

• Ask you to download software and/or request remote access to your computer.

• Send you an email or text message with a link or attachment, which may ask you to approve/deny a transaction, set up new credentials, or take some other action regarding your account.

If you are ever concerned about a text message, email, or phone call, please contact us, or you can contact Schwab directly at 800-515-2157. Forward any suspicious emails or screenshots of suspicious texts to

For more information about the wide variety of imposter scams, red flags, and ways to protect yourself and others, read the article: Avoid Imposter Scams.

For more security tools, resources, and steps you can take to help safeguard your personal information and assets, visit SchwabSafe®. And while you’re at it, you can check out the Safeguarding Online Information page of the Client Learning Center.

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