Broker Check

Virtual Meetings - Zoom

While the coronavirus (COVID-19) has made Zoom a household name, there may be many reasons to choose a virtual meeting. Whether you head South for the winter, are keeping your distance due to cold and flu season, or are staying home because of winter conditions, Zoom is a great option for keeping connected with your advisor.

As Zoom's user base grew, a number of security vulnerabilities were identified. Unfortunately, cyberthreats aren’t new, and Raymond James has invested considerable financial resources and personnel to stay ahead of increasingly sophisticated threat actors with potentially malicious intrusions (see Security at Raymond James below). In relation to Zoom, that’s just the start of the measures we take to protect valued clients like you.

Raymond James has an enterprise-level contract with Zoom, allowing us to enable more security features for users than a free or public Zoom account. In addition to the security features enabled when using an enterprise Zoom account, we have also applied the following measures to further protect your information when joining a Zoom call with us.

  • A custom meeting URL to host meetings
  • Custom meeting IDs for each Zoom call
  • Vigilant meeting monitoring with the ability to remove any unwanted participants with the click of a button

If you use the Zoom mobile app on your smartphone to connect to meetings, be sure that you are regularly checking your device for updated versions with critical security patches, or enabling automatic updates for the app.

Learn about our other online tools that help you stay connected with your finances and with us. 

  • Client Access and the Client Access mobile app, which allow you to securely monitor your accounts and make transfers from wherever you are.
  • eSignature. Approve transfers, sign account paperwork and more right from your device.
  • Secure Messaging. Email encryption that safeguards your personally identifiable information.

Security at Raymond James

The first and most basic way Raymond James protects your personal information is through physical security. The Raymond James headquarters in St. Petersburg, Florida has security guards on-site 24 hours a day, video surveillance throughout the campus and employee ID badges are required to enter and at all times within the building.

Raymond James protects your personal information from cyber-attacks through a number of highly sophisticated systems, including but not limited to:

  • A Cyber Threat Center and dedicated Intel Analysts that monitor technology systems 24/7, 365 days a year.
  • Limited and monitored access to systems. This includes precautions such as multi-step login requirements, constantly changing pass-codes, independent tech system audits, rigorous vendor approval processes and access strictly limited to need.
  • Remote data storage in a low-risk geographic location.

Identity Theft

One of the values of working with a financial planner who knows you is that there are additional capabilities in personally identifying you when requests are made. This is why we often require phone conversations and additional security procedures when you make certain requests. Our practice also receives alerts when there is unusual account activity detected by the Raymond James cybersecurity team and protocols when suspicious activity is identified.

If you determine your credit information has been breached, please contact our office so we can place an ID Theft Alert flag on your accounts with Raymond James. We will confirm that your personal information was compromised and submit the proper forms to notify Raymond James. If you place this alert on your accounts, all authorizations for Raymond James accounts will occur by Cornerstone's team to ensure extra security steps are take upon your request. 

For more information on how Raymond James protects your accounts please ask us or visit