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Identity repair available to Bell clients since 2014
Increasingly we hear stories and see headlines of data system breaches, identity theft and the high cost of credit and identity theft restoration. In our continuing effort to provide additional value to our clients, we were pleased to announce a partnership with AllClear ID in October 2014 to provide professional assistance for resolving financial identity theft. This was made available to all clients at no cost.
Credit monitoring now available!
We are now pleased to announce an additional AllClear ID service available to clients at no cost: monitoring new credit accounts opened in the client’s name.
Has Bell Investment Advisors had a data breach? No. These protections are not a response to a data breach, but rather added services that we are proud to proactively extend to our clients. We want you to know that we take your security seriously.
Clients of Bell Investment Advisors may, at no cost, opt in to either or both services:
Credit Monitoring can begin at any time to monitor all new credit accounts opened in the client’s name from the time of enrollment.
Identity Repair can be enabled if you discover that you have been the victim of fraud. This Identity Repair service connects you with a dedicated AllClear ID Investigator to act as your advocate in resolving disputes and recovering financial losses.
To enroll contact your relationship manager who will provide you with a code to use when you sign up.
You may also want to read our blog post on Identity Security. https://www.bellinvest.com/blogs/bell-investment-advisors-finance-blog/
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More