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Policy

MissionSquare Security Guarantee

2021-06-15T00:00:00.000Z

We want you to be confident that your retirement investments are safe and secure. Our MissionSquare Security Guarantee means we will reimburse you for all losses from your MissionSquare account that are the result of unauthorized activity through no fault of your own.

To ensure your protection through this guarantee, please take the following steps to secure your account:

Thank you for helping us keep your account as secure as possible. If you have questions or would like more information, please contact us.

Additional Details: MissionSquare's Security Guarantee is public information. All of your MissionSquare- administered accounts are covered under the MissionSquare Security Guarantee. The guarantee does not cover accounts that are owned and held at other institutions, unauthorized activity by an employer or plan sponsor representative with access to your account, or your own fraudulent acts and omissions. If you intentionally or negligently grant authority to or share your MissionSquare account information or access credentials with any other persons or entities, their activity will be considered authorized by you and therefore not covered by the guarantee. If you have a claim, we will ask for your cooperation with our investigation, and we may ask you to take certain actions such as filing a police report or providing an affidavit. The guarantee does not cover legal expenses, taxes, or lost opportunity costs. MissionSquare will determine the amount and form of any reimbursement provided under the guarantee in its sole discretion. MissionSquare reserves the right to modify or withdraw this guarantee at any time.

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