Nonprofit
How Nonprofits Can Stay Aligned and Adapt as Conditions Change
Stronger alignment and shorter planning cycles help organizations stay focused on what matters most while adjusting more effectively to changing conditions.
Last week, AAF Wealth Management informed clients about an upcoming outreach effort by Fidelity Investments and cautioned them of an increase in phishing scams as a result.
During the week of September 16, Fidelity begins an email campaign to encourage clients to switch from paper copies to electronic delivery of all documents. This affects investors who have investments with Fidelity.
Clients who currently receive any type of paper copies (e.g., statements, confirmations, tax documents) will receive this email directly from the following Fidelity email: Fidelity.eDocuments@mail.fidelity.com. This email will be referred to as “Click to Agree” and includes links to opt-in for electronic delivery of documents.
This Fidelity initiative has triggered a surge in phishing scams!
Important Note: While the email from Fidelity is legitimate, AAF Wealth Management reminds clients to stay vigilant against phishing attempts.
Scammers often try to mimic official emails. To protect yourself, double-check the details: verify the sender’s email address, look for accurate spelling of “Fidelity,” and be cautious of poor grammar or unusual requests. Avoid clicking on links or opening attachments in unexpected emails—especially those that pressure you to act immediately. Keep in mind that AI can make phishing attempts appear even more polished but often lack personalization. For added security, you may consider going directly to Fidelity’s app or website rather than clicking on links in the email.
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share important investment information published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs.
Both AAFCPAs and AAF Wealth Management are committed to helping clients reduce the risk of data breach and of falling victim to increasingly sophisticated cyber threats.
If you have questions, please contact Kevin P. Hodson, CMT, CAIA, AIF® at khodson@aafwealth.com or 774.512.4173—or your AAFCPAs Partner.
