But why Dad?
This is some general notes and a suggested checklist on Information Security and Privacy as they relate to financial information you as an investor, should consider. It came from a general discussion between investors about “How much of your financial information do you allow on the cloud”
Background. Data that is truly secure is data that is inaccessible to anyone, you included. The internet is all about accessing information easily. You may notice these things are opposites. You can of course go far more extreme and attempt to keep your finances offline entirely, this is however exchanging one set of risks for another. Your financial information is stored in many places. Keeping that information private is an exercise in risk management, not risk elimination.