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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 to report possible fraud in your account.

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  • JULY has been focused on helping advisors like you be more successful since our founding in 1994.