Protect Yourself from Impersonation & Investment Scams

How to verify you’re dealing with AssetMark

1. Check the sender and website. Impostors often use misspelled or look-alike domains and logos. Only interact with messages and sites that match our official channels:
   • Official Domains
     • Assetmark.com
     • Ewealthmanager.com
     • Savos.com
   • Official Social Media Profiles
     • https://www.linkedin.com/company/assetmark
     • https://twitter.com/AssetMark
     • https://www.youtube.com/channel/UCnlZ6z40tVvin4Kb-UZYEmw
     • https://www.instagram.com/assetmark
2. Verify the person. If someone claims to be an investment professional, look the up on FINRA BrokerCheck or the SEC’s Investment Adviser Public Disclosure; don’t rely on links they send to you. Impostors often copy real names, CRD numbers, and firm details.
3. Use AssetMark contact info you trust. If a message feels urgent or unusual, stop and contact us at abuse@assetmark.com. Do not use the contact information listed in suspicious messages.
4. Approved channels only. AssetMark does not use WhatsApp, Telegram, or social media for investment offers or account servicing.

What AssetMark will never do

• Ask for your passwords, one time passcodes, or full Social Security number by email, text, or unsolicited call.
• Request that you install remote access tools to “secure” your device or account.
• Pressure you to transfer funds, send cryptocurrency, or pay with gift cards to “safeguard” assets.
• Solicit individuals directly for any investment – whether traditional securities or digital assets like cryptocurrency.

Red flags that it’s not AssetMark

• Unsolicited “urgent” outreach asking you to act immediately or keep matters secret.
• Requests for passwords, one-time passcodes (2FA), or remote access to your device. Legitimate institutions do not ask for electronic credentials.
• Payment requests by wire to a new account, cryptocurrency, or gift cards; especially tied to “account security” or “recovery” stories.
• Links to login pages sent by text/social Direct Messages (DMs) or emails with attachments you didn’t expect.
• Profiles, websites, or group chats that look like a well-known firm but point to unfamiliar contact details or encrypted messaging apps.

What to do if you suspect an impersonation

1. Stop engaging. Do not click links, open attachments, share codes/passwords, or allow remote access.
2. Capture evidence. Take screenshots and note phone numbers, email addresses, links, and dates.
3. Report it immediately to AssetMark at abuse@assetmark.com so we can investigate and, if needed, work to take down fake sites/accounts.
4. If you sent money or shared credentials:
   
   • Contact your bank/custodian right away to attempt to recall or block transfers and to secure your account.
   • Report to the Federal Trade Commission (FTC) at ReportFraud.ftc.gov and to the FBI's Internet Crime Complaint Center (IC3) at ic3.gov; speed matters for recovery.
   • Change your passwords and enable multi factor authentication on email and financial accounts.

How to report a suspicious contact to AssetMark

• Email: abuse@assetmark.com
• If you’re an investor working with a financial advisor, you can also notify your advisor directly using the contact information you already know and trust.