May 2015 Newsletter to Clients

Enjoy this month’s edition featuring a few operational items which we believe are important to the service we provide each of you.

Phishing Alert: TD Ameritrade has been made aware that some clients are receiving an Internet "phishing" attempt disguised as an email notification from TD Ameritrade.  

These fake emails may ask for personal information, such as account numbers, passwords, or Social Security Numbers. TD Ameritrade will never request such information in an email. These messages may also say that accounts or services will be disabled if the recipient fails to respond.

Please be on the lookout for suspicious emails, and forward any suspicious email you receive toreportphish@tdameritrade.com or anyone at the Moneywatch office. It is also important to never click any of the links in a fraudulent communication. If you have clicked one of those links, please contact Moneywatch or TD Ameritrade immediately.

To access your account, you should log in the way you normally would through the secure Advisor Client website. You can also learn more about how to spot phishing attempts at the following link.

Please note that this situation is not due to any issues involving TD Ameritrade internal systems, which remain secure.

Privacy Notice and Technology Enhancements: Moneywatch Advisors considers client privacy and security a key component of our service to you and we want to keep you aware of what we are doing to protect your privacy and keep your information secure. In addition to the annual Privacy Notice which is included we are looking forward to implementing new technologies to increase the level of service we provide in a ‘safe environment.’ In the near future we will provide each client with a secure Client Portal to safely deliver all financial documents in a timely manner. You will be able to access your personal client portal through a link on our website. We will keep you posted as developments progress.

We also wanted to take the chance to thank you for your continued referrals. We value the relationship we have with each of you and nothing says thank you more than when you send potential clients our way. Thank you! 

We have added an additional resource for potential clients to our website. From our home page potential clients can click a button “Does My Portfolio Fit Me?” which leads them through a few questions which will determine if they are 'aware’ of their risk tolerance levels. Please feel free to share our website and this valuable resource with anyone who might find it of interest.

Thank you for your continuing confidence.

Past performance is no guarantee of future results. The opinions expressed are those of Moneywatch Advisors, Inc. and are no guarantee of the future performance of any particular fund. This information is for educational purposes only and is not intended as investment advice. Please consult your financial advisor for more detailed information or for advice regarding your individual situation.