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May 2017

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Key Guidelines for Email Security

Jeremy Stewart | Articles

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Basic tips to protect your business, employees and customers from online attacks.

1. Open with Care

Do not open attachments from known or unknown sources that you are not expecting.

2. Hover and Inspect

Always mouse over a link within an email to determine its destination is legitimate and matches the source of the email.

3. Confirm Before Clicking

If an email comes from a known source, but you are not expecting it, or it is just out of the ordinary, call the sender before clicking on a link or opening an attachment.

4. Go to the Source

Use your web browser to go directly to any site that requires you to log in, do not access them through an email link.

5. Don’t Take the Bait

Companies usually do not send unsolicited email to verify your account information, nor do they request immediate action be taken or you risk the termination or suspension of your account. These are standard phishing tactics, delete the message immediately.

6. Send safely

When sending an email that contains PII (Personally Identifiable Information), use a secure email system such as Citrix Sharefile or Zix.

About Strategic

Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $2 billion.