Ubiquity Retirement + Savings Online Security Assurance

Ubiquity’s Commitment

We understand that keeping your information secure is important, so we use multiple layers of security to protect your information including:

  • Annual third-party penetration testing on our network, systems, and processes
  • Risk assessment of each third-party utilized
  • Employee background checks and annual security training
  • Around the clock security monitoring of our operations
  • Semi-annual employee access review
  • Two-factor authentication for account validation
  • Advanced Encryption Standard (AES) with 128 bits of encryption and above, to keep our client data safe and secure every day

Ubiquity’s Assurance

Ubiquity will reimburse 100% of your retirement account losses incurred by unauthorized activity at no fault of your own exclusions apply.

Your Commitment When Using our Services

  • Use strong passwords and log in frequently (at least once every 90 days)
  • Keep your personal Ubiquity account information and/or user credentials secure and private
  • Keep your personal email account information and/or user credentials secure and private
  • Establish two-factor authentication in your Ubiquity account using a secure and private phone number that you use regularly
  • Agree to comply fully during any necessary investigation, which may include filing a police report and/or completing a notarized affidavit.
  • Notify us with an email to support@myubiquity.com or call 1-855-401-4357 if you have any reason to believe that the security of the account has been compromised.

Exclusions

The following exclusions apply to Ubiquity’s Assurance:

  • You fail to follow your commitments listed within this policy
  • Transactions that were authorized by you, a family member, or other known parties with your permission to access your account credentials, including employers, financial advisors or authorized third parties
  • If you do not notify Ubiquity within 60 days of suspicious activity
  • Check(s) that were distributed and mailed to your address on record, or to another address at your request, that was fraudulently cashed by someone else
  • Fraudulent activity, malware, or breach of security by the plan sponsor, financial professional, or non-Ubiquity third-party administrator (TPA)
  • Unauthorized transactions that result from a compromise of your systems or the security of your employer or your employer’s service providers’ systems

For online security tips, visit the Department of Labor’s (DOL) Online Security Tips.

Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104

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Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104