SECURITY
ACCOUNT ACCESS
By electing to use our service, you agree to share with us your current
user name and password for the limited and secure purpose of repositioning
the investments in your account. We fully understand that you may be
concerned about disclosing this personal information and offer the following
for your peace of mind.
While each 401(k) plan provider is different, most follow a strict set
of security procedures to ensure the safety of your accounts. These procedures
are in place to ensure that unauthorized withdrawals and beneficiary changes
are not possible. Some of your provider's procedures may include:
- Following up online requests for disbursements or beneficiary change
with a phone call to verify the request.
- Confirming that bank account owner information matches the retirement
account owner before a disbursement is made.
- Requiring written documentation, delivered by postal mail to the address
of record, of a request for disbursement or change of beneficiary.
Essentially, there is no way for us to remove funds because we are not
the account owners. However, for your own peace of mind, we encourage you
to check with your own 401(k) plan provider to see what their security
safeguards are. Be assured, StraightLine takes every precaution to ensure
the security and confidentiality of your accounts.
OUR SECURITY MEASURES
Customer Access to Account Information
No matter how you contact StraightLine—via website, e-mail, or phone—we
verify your identity before granting you access to your accounts.
Firewalls & Encryption
To block unauthorized access, all of our computer systems are protected
by firewalls. Firewalls are electronic barriers that prevent unauthorized
access to our networks. Furthermore, StraightLine employs some of
the strongest methods of encryption commercially available today.
Employee Access to Customer Information
Just as we limit physical access to our work areas, we also restrict
electronic access to systems containing customer data. Only employees who
need the information to perform a specific job (for example, a billing
clerk or a customer service representative) are granted access to nonpublic
personal information.
Employee Education
StraightLine employees receive thorough training on our security policy
and are held accountable for adhering to that policy.Our
employees regularly receive additional education emphasizing the
importance we place on privacy and security, and what they can do to
ensure
our clients
are steadfastly protected.
Tips For Protecting Your Personal Information...
- DO NOT e-mail personal or financial data.
- NEVER access your financial accounts online from a public computer.
- SECURE your personal computer with routine maintenance, including the
use of anti-virus software and personal firewalls.
- FREQUENTLY check your account and actively monitor your transaction
history including promptly reviewing correspondence, notices and account
statements, or confirmations.
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