Caution: Beware of Phishing Scam Emails Pretending to Be from Fidelity or Other Financial Institutions

Dear client:

It has come to our attention that scam emails are currently circulating that claim to be from Fidelity Investments. The emails state that your tax documents are available, when in fact they are not. These messages are not actually from Fidelity, and they appear to be a phishing attempt.

Please take care to practice good cybersecurity hygiene: never click on unexpected links or attachments, use strong unique passwords for every website, and always type the URL into the address bar yourself rather than using a search engine.

If you have any doubts or suspicions about emails or other financial correspondence, please reach out to us for advice. Thank you for your continued trust.

Wishing you and your families well,
Sean M. Dowling, CFP, EA
President, The Dowling Group Wealth Management

Please feel free to forward this commentary to family, friends, or colleagues. If you would like us to add them to the list, please reply to this e-mail with their e-mail address and we will ask for their permission to be added.

  • The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted and are subject to change. Investing involves risk including loss of principal.
  • The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee it is accurate or complete.
  • Consult your financial professional before making any investment decision.

ADV & Investment Objectives: Please contact The Dowling Group if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our current disclosure statement is set forth on Part II of Form ADV and is available for your review upon request.