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What to Expect When We Connect
To keep your account secure, here is how we handle identity verification:
What we WILL ask: To confirm your identity, our representatives will ask you to answer security questions you’ve set up or verify demographic information you’ve provided.
What we will NEVER ask: We will never request your password or full Social Security number via phone, email, or text.
Proactive Support: Our team may occasionally call you to assist with your account. We will verify your identity during these calls, but we will never ask for your login credentials.

Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.
If you have a question that wasn't answered in our FAQs, email us.