Information Security


As a financial institution, our clients entrust us with their non-public personal information(NPI). We take this responsibility very seriously. We want you to understand some of the processes and procedures we have in place as well as steps you can take to protect the integrity of your information.


  • Continually emphasize Cybersecurity and conduct Customer Information Protection training with our employees.
  • Utilize robust and competent information technology providers to maintain electronic equipment and data resources.
  • Verification procedures for third party asset movement requests. Please keep this in mind when making requests. While this could delay the processing of your request, it is imperative to the protection of your account assets.
  • Designated employees are notified for instances of email hacking and/or fraudulent requests.
  • Utilize encryption software for the transmission and receipt of sensitive files.
  • Key employees stay current with cyber threats, industry technology updates and cyber security best practices.
  • Password reset rotations for custodian, computers and other software programs.
  • Client notification procedures should a breach of their information occur.
  • Restricted access of employees to client account functionality and data.
  • Vendor due diligence policies.
  • A firm culture of awareness and alertness.


  • We will not ask you to provide your personal information in an email. Please do not email complete social security numbers, dates of birth or account numbers.
  • If you receive an email that “looks like” it came from us and asks you to sign a document you aren’t expecting, provides a hyperlink, or asks for username/passwords or personal information, do not reply, do not open an attachment, and do not click on links. Please call us to verify the email instructions.
  • Use up-to-date firewall and anti-virus programs on your personal computer.
  • Click “log out” of all online sessions related to your account(s) once you are finished.
  • If you access your financial accounts via your smartphone, be sure to encrypt your device.
  • Change your email and account access passwords regularly.
  • Do not reply to or click on a link in an unsolicited email that asks for your personal information. When in doubt, log onto the main website of the company that is “asking” for your information to call to confirm the request is legitimate.
  • Most importantly.. listen to your instincts; if something doesn’t feel right, it is worth pausing and verifying.
  • Educate yourself and be aware of current scams and industry alerts. Visit