Moving? Keep Us In The Loop!

When you move, there’s a lot on your plate. Boxing up your belongings, getting rid of all that clutter in the garage, notifying the utilities, and settling in to your new home.

But don’t forget to let us know so we can change the mailing address on your investment accounts.

It may not seem like a big deal, but maintaining an accurate mailing address is actually a major security issue.

If your address becomes invalid and mail is returned, brokerage firms will routinely freeze your account, blocking you from withdrawing funds or changing investments.

That’s because, in cases of fraud or unauthorized activity, thieves will try to divert your statements and account information so you don’t discover the theft.

The Takeaway: To protect your accounts, keep your mailing address and other contact information up-to-date. Name a Trusted Contact who can be reached if you’re not available. And don’t forget to monitor accounts regularly for any unauthorized access or activity.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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