How do I open my secure message?
Step 1:
A secure email sent from your Financial Advisor will look like a regular email and include a button labeled “Read Secure Message.”
The subject line may also include the words “secure” or “encrypt.”
Before clicking on the “Read Secure Message” button, we recommend hovering your mouse over the button to verify that the link is directing to “https://outlook.office365.com/Encryption…” as shown in the screenshot below.
Step 2:
You will be prompted to verify your identity through two options.
Step 2:
You will be prompted to verify your identity through two options.
Option 2: Sign in using your Microsoft or Google account.
Both methods are secure and ensure only you can access the message.
Step 3: Read and reply securely.
Once signed in, you’ll see your encrypted message. You can reply securely within the same portal – your reply will also be encrypted. When you reply to a secure message, your reply is automatically protected. No special steps are required. Simply type your reply and send. Attachments you include will also be encrypted.
How to Avoid a Fraud Attempt
Always check the sender’s address → it should come from @trekfinancial.com.
Hover over the Read Secure Message button → the link should look like “https://outlook.office365.com/Encryption..”.
If in doubt, call your advisor or our office directly before opening.