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About Carefull

Simplify and Safeguard Your Finances

We understand the importance of protecting your financial well-being while valuing your privacy. That’s why access is provided to Carefull, a powerful service that monitors your accounts, bills, credit, and financial documents, to prevent fraud and costly mistakes. With Carefull, you have an extra layer of protection to give you financial confidence.

If These Are Your Questions, We Have Solutions

What if someone steals my identity?

Carefull monitors for unusual activity and immediately alerts you to potential identity theft risks.

What if I am late paying a bill?

Carefull keeps track of due dates and other information about your bills to prevent costly mistakes, like missed payments.

Are my financial documents secure?

Carefull provides secure, encrypted storage for sensitive documents and account details, reducing the risk of misuse

What if someone gets my passwords?

Carefull’s secure platform detects suspicious logins and provides tools to update and protect your credentials quickly.

What Carefull Does

  • 24/7 credit monitoring and protection against internet leaks of your address, passport, phone, license, and personal information.
  • $1 million of identity theft insurance with white glove support to attempt fund recovery and covering legal expenses.
  • A secure trusted contacts system for sharing essential financial information with view-only access for collaboration.
  • Bill organization system to prevent missed payments and help stay on track with payments.
  • A highly secure Vault to safely store passwords, organize critical documents, and share them securely.
  • A quarterly check of your home titles and protection from address change fraud.

For use with financial professionals only. About Cetera Financial Group: “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA / SIPC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.