Safe to provide personal financial info using small broker's web form?
August 30, 2023
by a searcher in Charlotte, NC, USA
I have encountered several brokers that require personal financial information before sharing first round information (e.g., CIM). I understand that they want to vet potential buyers to make sure they have the financial wherewithal. However, given I am working with small brokers, my concern is the security of their website's forms / submission portals. Would appreciate any thoughts on this subject.
Thanks!
from Eastern Illinois University in 900 E Diehl Rd, Naperville, IL 60563, USA
from Syracuse University in New York, NY, USA