Your clients depend on you to handle personally identifiable information (PII) securely and confidentially. By safeguarding SSNs and financial account details, you help reduce the risk of identity theft. To protect personally identifiable information:

  • Keep transaction files in a secure place.
  • Password protect any device containing PII – Use complex passwords with a combination of letters, numbers and symbols.
  • Use separate passwords for business and personal accounts.

Speak with the Branch Manager or Office Administrator if you have any questions or concerns regarding PII. For more information about risk awareness and how to keep your information safe, watch this important video.