Protecting your wealth goes beyond investment strategy. It also means helping guard against the growing risks of fraud, identity theft, and unauthorized financial activity, risks that affect individuals and families at every stage of life.
At GDS Wealth Management, we believe proactive protection is an essential part of responsible wealth management. That’s why we’re pleased to offer our clients access to a complimentary EverSafe® Gold membership, an added layer of financial monitoring designed to help you stay informed and confident about your financial life.
Why Financial Monitoring Matters
Financial scams and identity theft are becoming more sophisticated and harder to detect. In many cases, early detection may help make a meaningful difference in limiting disruption and potential loss. According to industry experts, ongoing monitoring is commonly used as one of several tools for identifying suspicious activity.
EverSafe® was built specifically with this goal in mind.
What EverSafe® Does
EverSafe® is a third-party financial and identity monitoring service that helps monitor bank accounts, investment accounts, credit cards, and credit reports for signs of unusual or suspicious activity. Using advanced data analytics, EverSafe® builds a personal profile based on your historical financial behavior and looks for activity that deviates from those established patterns.
When something looks out of place, EverSafe® sends a personalized alert, allowing you to take action based on your individual circumstances.
24/7 Oversight—Without the Daily Burden
EverSafe® works around the clock, quietly monitoring in the background so you don’t have to track every transaction yourself. In addition to alerts related to suspicious activity, EverSafe® may also notify you about items such as unpaid bills, changes in interest rates, or other notable account activity, helping you stay organized and informed.
A Clear View of Family Finances
For many households, financial oversight extends beyond one individual. EverSafe® allows for multiple accounts, and even multiple family members’ finances, to be viewed in one place.
Clients can also designate trusted family members, caregivers, or professionals to receive alerts and assist with monitoring. This “extra set of eyes” can be especially valuable during life transitions or periods when added support may be beneficial.
Specialized Protection for Seniors
EverSafe® was developed by experts in aging and fraud prevention and includes enhanced monitoring designed to address risks more commonly associated with aging. The platform supports powers of attorney, guardians, conservators, and trusts, making it a potentially helpful resource for families managing more complex responsibilities.
What’s Included with EverSafe® Gold
EverSafe® provides a suite of services, including:
- Financial account monitoring
- Identity theft protection
- Personalized alerts
- Trusted family or professional support
- Fraud resolution assistance
While no monitoring service can eliminate risk entirely, EverSafe® is designed to help identify potential concerns earlier and support more timely responses.
A Complimentary Benefit for GDS Clients
As part of our commitment to comprehensive client care, GDS Wealth Management makes EverSafe® available to its clients at no additional cost. Clients do not pay for EverSafe®. GDS covers the cost of the service through its custodial relationship, and GDS receives no compensation from EverSafe®.
If you’d like to learn more about EverSafe® or how to activate your complimentary membership, I encourage you to speak with your advisor. We’re here to help you protect not only your financial strategy, but the peace of mind that comes with it.
GDS Wealth Management (“GDS”) is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. EverSafe® is an unaffiliated third-party provider of identity theft and financial monitoring services made available through GDS’s custodian, Raymond James. GDS pays the cost of EverSafe® membership for its clients; clients do not pay for the service, and GDS receives no compensation from EverSafe®. GDS does not provide, administer, or guarantee EverSafe® services. Use of EverSafe® does not eliminate the risk of fraud, identity theft, or financial loss. All services are provided solely by EverSafe®. Clients should review all applicable terms and limitations.
