Fraud Prevention Tips
🛡️ Safety & Security
Protect yourself from fraud and identity theft
Keeping your personal and financial information secure is critical.Follow these guidelines to help protect yourself.
🔐 Protect your identity
Your identity is the foundation of your financial security. Take steps to ensure your personal information does not fall into the wrong hands.
Identity protection tips
- Only share sensitive information (like your Social Security number) when absolutely necessary
- Store important documents securely and avoid carrying unnecessary personal information
- Shred documents that contain personal or financial information before discarding them
- Be cautious of unexpected phone calls. If someone claims to be from a company, hang up and contact the company directly using verified contact information
- Never provide personal or financial information on a call, email, or message you did not initiate
- Monitor your credit report regularly for unfamiliar activity. You can request a free report annually from:
www.annualcreditreport.com - Consider enrolling in a credit monitoring service for ongoing alerts
- Retrieve your mail promptly and consider paperless statements whenever possible
🔑 Protect your Plannery account
Plannery accounts are accessed through a secure web application. Protecting your login credentials is the most important step you can take.Account security tips
Account security tips
- Use a strong, unique password for your Plannery account. Do not reuse passwords from other sites
- Never share your login credentials with anyone
- Plannery will never ask for your password via phone, email, or text
- Always access your account directly through the official Plannery website. Do not use links sent to you unexpectedly
- Log out after each session, especially on shared or public devices
- Retrieve your mail promptly and consider paperless statements whenever possible
🌐 Stay safe online
Many fraud attempts happen online. Staying alert can prevent most issues.
Online security tips
- Do not use your Social Security number as a username or password
- Use secure websites when entering personal or financial information. Look for "https://"
- Avoid logging into financial accounts on public or shared computers
- Be cautious when using public Wi-Fi networks, especially when accessing sensitive information
- Keep your browser and device software up to date
📧 Email & communication safety
Fraudsters often impersonate companies to trick you into sharing information.
What to watch for
- Messages that create urgency ("Act now", "Your account is at risk")
- Requests for login credentials or personal information
- Links that do not clearly lead to Plannery’s official website
Best practices
- Do not click links or download attachments from unknown or suspicious emails
- If you receive a suspicious message claiming to be from Plannery, do not respond. Contact us directly through official channels
- Never provide sensitive information via email or text message
⚠️ Common scams to be aware of
Account takeover attempts
Someone tries to access your account using stolen credentials
Prevention:
- Use strong, unique passwords
- Do not reuse credentials across sites
Phishing scams
Fake emails or messages pretending to be Plannery
Prevention:
- Only log in through the official website
- Ignore unexpected login or verification requests
Payment redirection scams
A scammer tries to get you to change payment details
Prevention:
- Only update payment information inside your secure account
- Never trust payment instructions sent via email or text
🚨 What to do if you suspect fraud
Act quickly
- Change your password immediately
- Review your account for unauthorized activity
- Contact Plannery support right away
- Consider placing a fraud alert on your credit file
