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Our thoughts are with everyone during these unusual times, and we assure you that we are working to make certain your needs are met without interruption. While we do not envision any interruptions in service and have taken steps to make this a reality, we do ask for your patience in the event you experience an unforeseen delay. If you are unable to reach your financial representative, you may contact ProEquities client services at 1-800-288-3035 or email at We appreciate your patience and are committed to serving you.

Online Security Disclosure

Risks of Using Electronic Communications

High tech has made it easy for hackers to cast a very broad net in their quest to obtain confidential information instantaneously and cheaply. With the press of a button, a hacker can launch 100,000 emails to as many potential “marks” containing malicious email or text, all designed to provide access to the information on your computer and within related online accounts. The purpose of this disclosure is to provide basic information regarding steps you can take to enhance your computing security.

Email Communications: Be Alert to Phishing Attempts

Email is an efficient form of communication, however, you should be aware it carries risk. Utilize an email service provider that features encryption. Send personal information through known and trusted sites only; and, if you manage any financial accounts online, check them regularly for any unusual activity.

Beware of attempts to "phish" your information. These are often in the form of urgent-sounding emails where you might be encouraged to click on a link in order to update personal information. Even clicking on the link could potentially take you to a malicious website, where malware could infect your computer. We strongly recommend that you not click on suspicious links. Instead, navigate directly to a known web address.

Do not open emails from senders you do not recognize. Never open attachments or click on embedded links unless you are sure of their authenticity. This is true even if the email purports to come from someone you know. Remember, it is very common for hackers to learn the email addresses of individuals and send emails that appear to come from those addresses.

Keep Your Equipment Updated

Technology changes quickly. Keep your computer's antivirus and firewall software current. Ensure your computers are encrypted. Auto-install essential operating system updates. Lock your computer when not in use.

Create passwords and PINs not easily associated with you

Hackers can crack a six letter password in minutes. By adding uppercase letters, symbols, and numbers, the time it would take to crack your passcode increases exponentially. Avoid the most common passwords, like “123456” or “password.” Also avoid using your children's names, your pet's name, the last four digits of your Social Security number, or any other item of information that may be readily known by others.

Ensure each password is at least eight characters long. Instead of using a word like “bostonian” as your password, try the following iteration: “B0st0n!an04” where you substitute numbers and symbols for lower case letters.

Memorize your passwords and PINs; do not write them down. Do not share your passwords and PINs with anyone, even if someone asks. Note: Your financial institutions will not ask you for this information.

Finally, change your passwords and PINs regularly, especially if you suspect that someone may have knowledge of them.

Consider using more than one method of authentication such as a password and a text code or a one-time password and challenge question. Some websites offer an authorization code, which is a one-time number sent via email or text when you log in.

Mobile Device Security

Mobile devices, including your iPhones and iPads (and other manufacturers’ equivalents) are essentially small computers, meaning they are still vulnerable to viruses and malware. Update your mobile device operating system regularly and keep the following tips in mind:

  • For maximum security, download the mobile application directly from your financial institution’s web-site.
  • Guard your personal information on your phone or tablet device by using strong passcodes and a short screen lock period (e.g., one minute).
  • Use caution when browsing websites, downloading applications, performing financial transactions and sharing personal information or location. Avoid using unsecured public Wi-Fi hot spots as they are susceptible to eavesdropping. Investigate the use of a personal VPN to ensure secure connections when away from a known secure network. Never accept software updates when using public Wi-Fi.
  • Do not respond to suspicious fraudulent texting, calls or voicemails. Requests for personalinformation or a call for immediate action are almost always a scam.

Effective January 1, 2020

ProEquities background check by Broker Check - FINRA