Protect Your Clients’ Digital Data

Think of the last five purchases you made. How many of them were online? Chances are, your clients will have a similar answer. What are they doing to ensure their purchasing or personal information doesn’t fall into the wrong hands?

Help them stay safe online and take extra precautions (especially as we move into the holiday shopping season) to safeguard their information.

5 Ways to Protect Digital Information

Use individualized, secure passwords: Passwords should contain a mix of upper and lowercase letters, numbers, and special characters. You can use a website like StrongPasswordGenerator or a service like LastPass to create strong, randomized passwords. An important note: Don’t use the same password for different websites. In the event a hacker gets access to an account, they can use the password to try and get into other accounts with the same password.

Don’t store your credit card information: To stay safe, especially during the holiday shopping season, consider removing any credit cards you may have linked to online retailers. Not only does this help curb impulse purchases, it prevents credit card information from being stolen in a data breach. Click here to review our past post on staying safe when shopping online.

Be mindful of sharing online: Some items seem obvious, like don’t post your address or your credit card information, but you and your clients may be giving away more than you think. Seemingly innocent items like posting a parent’s birthday or doing a #ThrowbackThursday post about your first pet or high school graduation could give away answers to account security questions. That’s not to say you can’t post anything—just be conscious about your privacy settings and who has access to view your social accounts.

If it looks suspicious, don’t open it! You may receive an email or website link from someone you know, but something seems…off. It could be a phishing attempt or vulnerable website designed to get your personal information. Look out for misspellings, incorrect logos, or website addresses that aren’t secured. Click here to review some telltale signs of phishing attempts.

Consider freezing credit or using an identity protection service: You can go a step further to protect digital information by enlisting the pros. You can contact the three credit bureaus to freeze your credit, which you’ll be able to lift or re-freeze when the need arises. You can also subscribe to a service like Lifelock that works beyond freezing credit to protect your personal information.

What cybersecurity tips do you recommend to your clients?

To stay up to date about the latest trends in independent financial advice or the independent broker-dealer space, visit If you’d like to experience the difference of working with the #1 boutique broker-dealer in the country, call us today at (800) 354-5528.

About Summit Brokerage Services, Inc.

Summit Brokerage Services is part of Cetera Financial Group. Summit Brokerage provides a broad range of securities brokerage and investment services to primarily individual investors. Summit Brokerage also sells insurance products, predominantly fixed and variable annuities and life insurance through its subsidiary, SBS Insurance Agency of Florida. Summit Brokerage also provides asset management services through its investment advisor, Summit Financial Group, Inc.

About Cetera Financial Group

Cetera Financial Group (Cetera®) is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading service provider to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit

“Cetera Financial Group” refers to the network of independent firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. All firms are members FINRA/SIPC.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Content created by Summit Brokerage Services, Inc.

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