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Robertson Stephens

Website for Robertson Stephens Wealth Management

(415) 500-6810 My Plan My Portfolio
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How can we prevent identity theft?

November 10, 2021 – The saying goes “an ounce of prevention is worth a pound of cure.” By following these best practices, you can greatly reduce your risk of having compromised personal information:

  • Place a credit freeze on your account as a precautionary measure. Alert all three agencies.
  • ​​​​​Check your credit report at least three times per year. Check your children’s information. They should not be credit active until age 18.
  • Update your computer antivirus software. NEVER open any e-mail or attachment that is suspicious and be on high alert if asked for your financial or personal information.
  • Make privacy a priority on social media and always keep your phone and tablet/laptop secure.
  • Routinely review your bank/credit card statements for suspicious activity.
  • Passwords should not contain your name or date of birth.
  • Do not duplicate PINs and maintain them safely. Use a password manager. NEVER write down your debit card PIN. 
  • File an insurance claim, if covered. 

Please contact us with any questions, and feel free to pass along this information to family or friends who may be interested.

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455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
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Copyright © 2025 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio