Scammers have becoming increasingly more sophisticated in their security threat tactics. The security of your financial and personal information is one of our top priority. Our dedicated operations team constantly monitors for signs of suspicious activity and implements proactive measures to catch scams early. However, we need your help in this effort—staying alert and cautious will strengthen our combined defenses.

Common Cyber Fraud Tactics to Watch Out For

Gone are the days of obvious scams like “Nigerian prince” emails—today’s cyber criminals are far more subtle. Here are some of the most common tactics used to trick people into sharing sensitive details:

• Phishing Emails and Texts: Be wary of fake messages from trusted sources—such as Fidelity—requesting your account information. Don’t be fooled by these realistic-looking fake messages. Fidelity will never ask for sensitive information via email or text. Our operations team is always on alert for these schemes, working to spot them before they reach you—but if one does, let us know right away.
• Package Delivery Scams: One of the most popular scams involves messages claiming you have a package that was delayed or needs confirmation for delivery. These texts often come with a link asking for personal details or a small “delivery fee” to be paid. Clicking these links can expose you to malware or lead you to fake websites designed to capture your information. Reporting these attempts to us helps our team identify emerging patterns and block similar threats from affecting others.
• Social Engineering Scams: Sometimes, fraudsters pose as friends, family members, or colleagues asking for small favors or urgent help. This may be as simple as “Can you help me with a quick transfer?” or “I’m in trouble and need assistance.” These messages aim to create urgency, pushing you to act quickly without verifying the request. When you alert us to any unusual requests, our operations team can evaluate and address these threats with you.

Tips to Keep Your Information Secure

At EdgeRock, our operations team takes proactive steps to guard against fraud, and with your help, we can make our defenses even stronger. Here’s how you can protect your personal and financial details:

1. Verify Before Sharing: If you receive any unexpected message requesting your information, pause before acting. Contact us directly using our official contact information, not any links in the message. If something looks suspicious, let us know, we’re committed to protecting your accounts. Our team is always ready to investigate any suspicious activity.
2. Look for Red Flags: Be cautious of messages with spelling errors, generic greetings (like “Dear Customer”), urgent demands, or unfamiliar links. These are common signs of fraud attempts. When you spot something unusual, reporting it to us helps our operations team build effective defenses against these types of scams.
3. Keep Your Login Details Private: EdgeRock Wealth Management will never ask for your password or login credentials via email or text. Be wary of any message asking for this information, even if it seems official. If you receive such a request, notify us, and our team will take immediate steps to ensure your security.
4. Stay Informed: Cyber fraud tactics evolve constantly. Staying up-to-date on the latest scams and digital security practices can help you recognize potential threats before they become problems. If you have any questions, our team is here to help keep you informed.
5. Never Share Authentication Codes: If you receive a text message with a one-time authentication code, never share it with anyone. These codes protect your account, but sharing them can compromise your security.

Partnering with EdgeRock to Keep You Safe

EdgeRock Wealth Management’s operations team is committed to proactively monitoring and addressing cyber threats. However, our defenses are even more robust with your support. By staying alert and informed, you empower us to detect fraudulent attempts early and safeguard your financial well-being. Therefore, if you ever notice suspicious activity or receive an unusual request, please contact us promptly. Ultimately, together, we can create a secure and seamless experience, allowing you to focus on achieving your financial goals with confidence and peace of mind.