DW got an email from what initially looked like Fidelity this morning. Subject line read something like "pending document requiring signature". Had the Fidelity logo and color scheme. Email address of sender was different. Text of email indicated email was from DocuSign and was being sent at the request of Fidelity to complete "important document that was pending and would soon expire". At bottom of email was a link to "review document"
The request was a bit of a surprised as we had recently completed docs to authorize each other to trade the others tax shelter accounts. However to the best of our understanding this was completed a couple weeks ago.
We checked DW's Fidelity account directly and could not find any message relating to an unsigned doc. Called Private Client rep immediately who returned call fairly quickly after she completed scouring their system for such an outstanding doc. Of course, there was no outstanding doc requiring signature.
Rep had me send the email account to Fidelity's phishing group (phishing@fidelity.com).
Since we never linked to the doc cannot really share what all was on the doc but just guessing they was going to be a form requiring all kinds of personal information as well as signature. What the sender was gong to use the info is unlikely a good thing for any responder.
Hope this heads-up keeps all safe..
The request was a bit of a surprised as we had recently completed docs to authorize each other to trade the others tax shelter accounts. However to the best of our understanding this was completed a couple weeks ago.
We checked DW's Fidelity account directly and could not find any message relating to an unsigned doc. Called Private Client rep immediately who returned call fairly quickly after she completed scouring their system for such an outstanding doc. Of course, there was no outstanding doc requiring signature.
Rep had me send the email account to Fidelity's phishing group (phishing@fidelity.com).
Since we never linked to the doc cannot really share what all was on the doc but just guessing they was going to be a form requiring all kinds of personal information as well as signature. What the sender was gong to use the info is unlikely a good thing for any responder.
Hope this heads-up keeps all safe..