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Take a look at our FAQ on email encryption or give us a call if you need help opening a message.
At Trek Financial, protecting your personal and financial information is one of our highest priorities. We use Microsoft 365 Office Message Encryption (OME) to send and receive sensitive information securely.
This means when you receive a secure message from us, you can trust it is encrypted end-to-end and can only be opened by you.
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.
Then, click on the “Read Secure Message” button to open a secure Microsoft portal on your web browser.
You will be prompted to verify your identity through two options.
Option 1: Enter a one-time passcode (OTP) sent to your email.
This will send you an email with a passcode you can copy and paste into the page and click continue. The passcode may take a few minutes to arrive in your inbox:
Option 2: Sign in using your Microsoft or Google account.
Both methods are secure and ensure only you can access the message.
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.
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.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. © Copyright 2021 Trek Financial. All Rights Reserved.