Check a name against the SEC alert list

Check a firm, a website or a telephone number against the SEC’s public alert list in about a minute.

The SEC keeps a public list of firms it has had reports about, including the ones borrowing somebody else’s identity. The Commodity Futures Trading Commission, which watches a different corner of the same world, keeps a similar list of its own.

One more thing, worth holding onto: a genuine firm never minds you calling the number on its own record instead of the one you were given. An unexpected call about your retirement savings is, by itself, reason enough to end it.

Key points

What to remember

Try this

Search for the SEC PAUSE list and look at the page. Knowing it exists is what matters when a brochure arrives.

Practice: Check a name against the SEC alert list. Your first lesson is free, with no account or card; the rest are part of a Lantern plan. Interactive lessons require JavaScript.

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