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How to Secure Your Identity

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Secure Your Identity

Neuberger Berman takes its responsibility to protect the privacy and confidentiality of all client information very seriously. We also encourage our clients to do all they can to protect themselves against the risk of fraud and identity theft. That’s why we wish to share some important security information with you and ways to help minimize the risks.


Beware of the Risks

E-mail and websites are prime targets for identity thieves. Don’t make it easy for them. Learn how you can recognize and avoid these fraud schemes.


Spam, otherwise known as junk e-mail, is a security threat because it can carry viruses, malicious code, and fraudulent solicitations for private information. Spam generally presents itself as unsolicited e-mail that usually advertises commercial products, services or websites. Don’t be tricked by eye-catching subject lines that entice users to open the message or attachment.


This term refers to viruses, spyware or e-mail worms designed to cause harm to computers and networks. Tens of thousands of viruses exist today and hundreds of new ones are created every month.

E-mail is a primary method by which malware is transmitted. When an e-mail or attachment containing malware is opened, a virus, worm or spyware will attach itself to the user's computer and attack its functionality.


Phishing is a type of fraud in which e-mail messages, instant messages and websites are used to deceive individuals into providing confidential, personal information. Unlike spam, these usually appear as official-looking e-mails from reputable organizations such as banks or well-known companies. The e-mail will often contain a link to a fake website, where users will be asked to provide private information such as credit card or bank account numbers, usernames and passwords.


Know How to Protect Yourself

The following are steps you can take to help protect yourself from fraud.

General Fraud Prevention Tips

  • Leave your Social Security card and unused credits cards at home in a safe and secure location.
  • Make photocopies of vital information you carry regularly and store them in a secure place.
  • Do not provide your Social Security number unless absolutely necessary.
  • Shred documents containing personal or financial information. Most fraud and identity theft incidents happen as a result of mail and garbage theft.
  • Review your credit report at least once a year, looking for suspicious or unknown transactions. You can get a free credit report once a year from each of the three major credit bureaus (listed below) at
  • Sign up for the paperless delivery of paper invoices, statements and checks if offered by your employer, bank, utility provider or merchant. If you have client account access with Neuberger Berman, you can reduce paper statements by signing up for NB DeliverE®.

Online Security Tips

  • Be creative and careful when selecting a password. Don’t use anything that can be easily guessed. Never use your Social Security number as a password.
  • Change your passwords periodically or whenever you believe their confidentiality have been compromised.
  • Do not use the same password for banking that you use for other online accounts.
  • Do not write down your password or reveal it to anyone.
  • Protect your answers to security questions. Select questions and provide answers that are easy for you to remember, but hard for anyone else to guess. If you have selected security questions on other websites, avoid using the same questions for your Neuberger Berman online account. Please note that we will never ask you to provide answers to your security questions via e-mail.
  • Use a current web browser and keep it updated.
  • Avoid downloading programs from unknown sources.
  • Use secure websites for transactions and shopping. Make sure online purchases are secured with encryption to protect your account information. Look for a lock icon in the browser and “https://…” in the address line.
  • Always log off from any website after making a purchase with your credit or debit card. If you cannot log off, shut down your browser to prevent unauthorized access to your account information.
  • Close your browser when you’re not using the Internet.

Computer Security Tips

  • Keep your computer operating system up to date to ensure the highest level of protection.
  • Install a personal firewall on your computer.
  • Install, run, and keep anti-virus software updated.
  • Turn your computer completely off when you are finished using it—don’t leave it in sleep mode.
  • Conduct online banking activities on secure computers only. Public computers (computers at Internet cafes, hotel business centers, etc.) should be used with caution due to shared use and possible tampering. Online banking activities and viewing or downloading documents (e.g., statements) should only be conducted on a computer you know to be safe and secure.

E-mail Security Tips

  • Don’t click on links or open attachments from an unknown source as they may contain a virus
  • Be cautious about what you send. Do not assume that only the intended recipient will read the e-mail message.

Report Identity Fraud and Identity Theft

Identity fraud is usually limited to an isolated attempt to steal money from an existing account—such as a charge on a stolen credit card. Identity theft occurs when someone steals your personal information and uses it to open new accounts or initiate transactions in your name.

Identity Fraud

If the fraudulent activity is limited to your Neuberger Berman account: Contact your Neuberger Berman Representative immediately

Identity Theft

If you believe you are a victim of identity theft:

Step 1

Contact the major credit bureaus (Equifax, Experian, TransUnion) and request that they place a short or long-term “fraud alert” on your credit file. This alert requires creditors to verify your identity before opening any new accounts in your name or changing any existing accounts. You will only need to contact one bureau, which will notify the others.

Credit bureaus must provide victims of identity theft a free copy of their credit report. You should request one from each bureau, as the information can differ. Review your credit reports carefully for fraudulent activity. If fraud has occurred, notify the credit bureau and the companies where accounts were opened to report the fraud directly.

Once a dispute has been resolved, the credit bureaus you contacted will send you another copy of your credit report. Review the report to make sure that all fraudulent activity has stopped and your file has been corrected.

Step 2

Contact your other creditors, including credit card and phone companies, banks, and other lenders to notify them of potential fraud. Consider following up your telephone conversations with a letter.

Close any accounts that have been breached and reopen them with new account numbers and passwords.

Step 3

Contact your local police department if you suspect that your personal information was stolen. A police report may lend credibility to your case when dealing with creditors, who may require proof of criminal activity.

Step 4

Report the criminal activity to the Federal Trade Commission (FTC) by calling the FTC hotline at 1-877-ID THEFT (1-877-438-4338) to speak with a trained identity theft counselor. Or submit a complaint to the FTC on their website,

Step 5

Contact other agencies as appropriate:

  • Postal Inspection Service: If you believe your mail was stolen or redirected, notify your local post office.
  • Social Security Fraud Hotline: 1-800-269-0271. If you suspect someone is using your Social Security number for fraudulent purposes, call the hotline.
  • Department of Motor Vehicles (DMV): If you believe someone is trying to get a driver’s license or identification card using your name and information, contact your local DMV.