National Advisors Trust Data Breach Investigation

Strauss Borrelli PLLC, a leading data breach law firm, is investigating National Advisors Trust regarding its recent data breach. The National Advisors Trust data breach involved sensitive personal identifiable information belonging to over 14,000 individuals.

ABOUT NATIONAL ADVISORS TRUST:

National Advisors Trust provides nationwide trust, custody, and concierge services to trust advisors and the families they serve. A family of companies, National Advisors Trust is comprised of the following entities: National Advisors Trust Company (“NATC”), one of the largest independent national trust companies; National Advisors Trust of South Dakota, Inc. (“NATSD”), which provides trust services and solutions to RIAs for their clients who wish to take advantage of South Dakota’s unique trust jurisdiction opportunities for protecting and passing on wealth; and National Advisors Concierge Services, which provides third-party services to clients of NATC and NATSD. Today, National Advisors Trust has advisor relationships with over 800 wealth management firms and nearly 6,900 advisors, resulting in $8 billion in total assets under administration as of December 2023.3

WHAT HAPPENED?

Recently, National Advisors Trust discovered that it had experienced a data breach in which sensitive personal identifiable information in its systems may have been accessed and acquired. Through its investigation, National Advisors Trust determined that an unauthorized third party may have accessed this sensitive information through four employee email accounts on or about April 17, 2023. On February 2, 2024, National Advisors Trust began notifying individuals whose information may have been impacted. The type of information potentially exposed includes:

  • Name
  • Social Security number
  • Driver’s license or state ID number
  • Financial account number

If you received a breach notification letter from National Advisors Trust:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.

What can you do if you were impacted by a data breach?

If you were impacted by a data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by the company;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

Contact Us Now

Please enable JavaScript in your browser to complete this form.
Name
Terms & Conditions and Privacy Policy

What can you do if you were impacted by a data breach?

If you were impacted by a data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by the company;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

One Magnificent Mile
980 N Michigan Avenue, Suite 1610
Chicago, Illinois 60611

Phone: 872.263.1100
Toll Free: 866.748.6220

One Magnificent Mile
980 N Michigan Avenue, Suite 1610
Chicago, Illinois 60611

Phone: 872.263.1100
Toll Free: 866.748.6220

©2024 STRAUSS BORRELLI PLLC. ALL RIGHTS RESERVED. ATTORNEY ADVERTISING.
PRIVACY POLICY  |  TERMS & CONDITIONS  |  COOKIE POLICY

©2024 STRAUSS BORRELLI PLLC. ALL RIGHTS RESERVED. ATTORNEY ADVERTISING.

PRIVACY POLICY  |  TERMS & CONDITIONS  |  COOKIE POLICY