What We’re Doing to Secure Your Personal Information

Cyber Security

In light of the recent major data breaches at Equifax, eBay and Yahoo, to name a few, many have asked what we’ve done to protect your personal and financial account data.

At Edelman Financial Services, safeguarding your information is a top priority and every Edelman Financial employee is dedicated to protecting your privacy and securing your assets.

Even before the recent data breaches, we took multiple steps to reduce the risk of unauthorized access to your data. We have:

  • Implemented industry-standard encryption for all communication between web browsers and our servers.
  • Stored personal and financial information on secure servers.
  • Placed our servers behind firewalls that are monitored 24 hours a day, seven days a week.
  • Located our servers in secure facilities that are guarded 24 hours a day.
  • Run security audits of our software and systems to check for any hacker intrusions.
  • Continuously audited, logged and backed up your data.
  • Coordinated with our peers in the global financial services industry to identify physical and cyber threats to critical systems.
  • Verbally confirmed requests to withdraw or transfer client funds.
  • Conducted extensive background checks on all Edelman Financial staff members when they are hired.

Also, TD Ameritrade, our partner that holds your assets and accepts your deposits for convenience and security, has implemented leading-edge security procedures and offers an asset protection guarantee that will reimburse you if you lose cash or securities from your account due to unauthorized activity.

If you have questions about how we are protecting your data, call (866) PLAN-EFS or (866) 752-6337. 


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