Advisor Success Starts Here
Important Message:
Effective 11/25, we will be transitioning to a new phone system with enhanced features and benefits. As we move to the new system, there may be temporary disruptions or delays. We appreciate your patience and understanding during this process. Our goal is to improve your experience, and we’re working hard to minimize any inconvenience.
Security Information
JULY takes the safety of your confidential information seriously and uses a variety of security controls to ensure your information is protected. Below are some of the ways we protect your information.
- Login Process: JULY utilizes complex password requirements for accessing retirement plan accounts. JULY enhances security further by requiring multi-factor authentication utilizing a one-time PIN sent to a phone number or email address on record before accessing accounts.
- Safeguards: JULY monitors login activity and locks accounts after five unsuccessful login attempts. Website sessions are timed out after a period of inactivity.
- Web Browsing: JULY’s websites use Transport Layer Security/Secure Sockets Layer (TLS/SSL) to help keep your information confidential and encrypted while you interact with our secure websites.
- Secure Communication: JULY verifies the identify of callers and scans outgoing emails to identify secure information such as Social Security Numbers and encrypts these emails to ensure safe delivery.
- Trained Staff: JULY’s employees complete security awareness courses to better equip them to identify security risks.
- Internal Reviews: JULY performs weekly vulnerability scans and quarterly security audits of systems.
- Independent Audits: JULY completes two independent audits of security and operational controls annually and performs quarterly internal audits of security controls.
- To Report Possible Fraud: Please contact us at 888.333.5859, Option 1, or email us at [email protected] to report possible fraud in your account.
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