Already a Member? Login
GUIDES
Categories


Category:
Client To-Do Lists - NEW!
New
For Premier Members only For Premier Members only

Identity Theft Recovery

Discovering that your personal information may have been compromised can feel overwhelming. Acting quickly can help clients limit potential damage, protect their accounts, and begin documenting suspicious activity.

To help clients take action, we created the “Identity Theft Recovery” Client To-Do List. It outlines important steps, including:

  • Strengthening online security
  • Reviewing financial accounts for suspicious activity
  • Freezing and monitoring credit
  • Protecting government and tax records
  • Notifying affected institutions
  • Documenting suspicious activity and steps taken

Use it to help guide clients in taking quick, organized action when they suspect their personal information has been compromised.

Related Guides
Client To-Do List
Loss Of A Loved One
Category: Client To-Do Lists - NEW!
For Premier Members only For Premier Members only
Client To-Do List
Filing For Social Security
Category: Client To-Do Lists - NEW!
For Premier Members only For Premier Members only