What security measures do you have in place for when I contact you?

When accepting instructions via the telephone (either when we call you or when you call us), we will ask you several security questions to verify your identity. We will use your security details you provided on your application. If we cannot verify you, we will be unable to talk to you about your account(s).

When accepting instructions in writing, we will verify that the signature(s) used on the instruction matches the signature(s) you have provided us if applicable.