The security of your information is important to us.  We take this responsibility very seriously.  Our objective is to provide you with the means to easily and securely protect and access your data.  If a data breach were to occur, we can assist with recommendations to mitigate data loss. 

To assist you with protection of your online financial data we offer our Digital Concierge service.  This service consists of an in-person meeting with a member of our Client Service Team.  You are encouraged to bring your mobile devices (e.g., mobile phone, laptop computer, iPad) to the meeting during which we will walk through how to securely access accounts and communicate with Dowling & Yahnke.  Below is a list of topics which are covered during the meeting:

Dowling & Yahnke Portal

  • Navigation of Dowling & Yahnke’s secure portal where you access documents including quarterly reports, tax information, Investment Advisory Agreement, Investment Policy, and disclosures.

  • How to establish two-step verification to lower your risk of identity theft

Schwab Alliance

  • Where to access account market values, current account positions, and cash balances

  • How to update preferences for statement and trade confirmation delivery

  • The ability to nickname and group accounts

  • How to approve money movements via Schwab electronic authorization

  • The ability to sign documents via Docusign electronic platform

  • How to download and utilize Schwab Alliance Mobile Application

Cybersecurity

  • Discuss best practices for online security

  • Use of password managers

  • How to respond to a data breach