Fraud Prevention Tips

Keeping your personal and financial information secure is critical.

Follow these guidelines to help protect yourself.

Your identity is the foundation of your financial security. Take steps to ensure your personal information does not fall into the wrong hands.

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

Plannery accounts are accessed through a secure web application. Protecting your login credentials is the most important step you can take.

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
Regularly review your payment history and account details for anything unexpected

Many fraud attempts happen online. Staying alert can prevent most issues.

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

Fraudsters often impersonate companies to trick you into sharing information.

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

Someone tries to access your account using stolen credentials

Prevention:

Fake emails or messages pretending to be Plannery

Prevention:

A scammer tries to get you to change payment details

Prevention:

Act quickly.