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An additional service has been added. See our 10/10/2017 news update!https://www.bellinvest.com/bell-adds-additional-identity-protection-for-clients/
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 are pleased to announce a partnership with AllClear ID (www.AllClearID.com). AllClear ID specializes in resolving financial identity theft.
As a client of Bell Investment Advisors, you are now automatically covered with identity theft protection.
Has Bell Investment Advisors had a data breach?
No. This protection is not a response to a data breach, but rather an added service that we are proud to proactively extend to our clients. We want you to know that we take your security seriously.
What do I need to do?
Nothing now—unless you believe you have become a victim of identity theft. If that is the case, please call our office, and we will put you in touch with an AllClear ID investigator. Otherwise, just know that if you encounter a problem with identity theft, you have a professional team to assist you.
How long does this protection last?
For now it is a 12-month partnership.
We anticipate continuing this partnership longer, but we will want to hear feedback from you about the importance of this protection. We sincerely appreciate having you as a client. This coverage is a small token of gratitude for your trust in us. If you have any questions, please feel free to reach out to your Relationship Manager.
Click here to download a flyer with more information.
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