It can be tempting to send sensitive information via email, especially when you are time-stressed and multi-tasking (who isn’t these days?). However, did you know that regular email is not as cyber-secure as you may think? That’s why we recommend our clients use our “SafeSend” secure, encrypted email system when sending us any information that is considered sensitive PII, including but not limited to:
- Social Security numbers
- Driver’s license number
- Taxpayer identification number
- Bank account numbers
- Investment account numbers
- Credit card numbers
- Healthcare information
- Your personal address
Your Tronconi Segarra & Associates advisor has a unique SafeSend link they can provide to you to transmit your PII securely and directly to them. Most of our advisors include their SafeSend link in their email signature as well for easy access.
For more information or to obtain a SafeSend link, contact your Tronconi Segarra & Associates advisor.