Security

The security of your account online is a shared responsibility. Here’s what we do to protect our shareholders and the steps you can take to help protect yourself.



Steps we take at Dodge & Cox

Encryption 

Dodge & Cox encrypts the connection between your device and our website applications so that others on the Internet can’t read or intercept the information as it’s transmitted. To help protect account information, we use 128-bit encryption, a security standard widely used throughout the mutual fund industry. Shareholders can access their accounts online only if their browsers support 128-bit encryption. This technology is designed to provide a high level of security and privacy for shareholders when they access account information.

Identity verification and two-factor authentication

When you register for Account Access you’ll provide certain personal and account information to authenticate your identity. You’ll also be asked to complete a security profile, and you may periodically be sent a one-time-use code to your mobile phone or email that must be entered online to complete certain transactions or to log in.

User name and password requirements

When you register for Account Access you must create a User ID between 4 and 32 characters, and you can’t use an ID that’s been used by another investor. You’ll also create a password of between 6 and 20 characters that must include at least 1 uppercase letter, 1 lowercase letter, 1 number, and 1 special character.

Transactions dollar limits

For your protection, certain financial transactions are limited in the daily aggregate dollar amount that can be processed online.

Times, last login, and page logging

If your session within Account Access remains inactive for a period of time, you’ll be automatically logged out and will need to log in again to continue interacting with Account Access.

You’ll also notice when you log in that the Your Accounts page will display a "last login" date and timestamp so that you can monitor for unauthorized access. Please note, if you’ve provided your login credentials to a third party such as any service that aggregates your various financial holdings, you may notice login activity that isn’t attributable to you.

We’ll also maintain a log of the pages you visit during your Account Access session and record a snapshot confirmation of your completion of certain maintenance and financial transactions.

Access controls

We employ industry-standard network access controls. Our service providers also physically secure the network infrastructure by employing administrative and personnel restrictions.

You can turn off Account Access trading

If you choose to decline trading for your accounts within online Account Access, call Dodge & Cox Funds at 800-621-3979. Declining online trading privileges within Account Access will set your online account to "view only". This election will also limit your ability to trade on your account over the phone and any request in writing will require a signature validation in the form of a Medallion Signature Guarantee stamp.



Steps you can take

Secure your computer

You can reduce your risk profile by keeping your computer operating system up-to-date with the latest patches and versions, by installing anti-virus software, and by using the current versions of modern web browsers. It’s important you take a moment to log out of your session when you’ve completed your financial business.

Monitor your accounts

You can quickly be alerted to any unusual activity by frequently checking your account activity online. If you see any financial activity that you don’t recognize within your Dodge & Cox Funds accounts, please notify us immediately by calling 800-621-3979.

Public Wi-Fi

Free and public Wi-Fi can be convenient, but its use carries with it additional risks of "man-in-the-middle" attacks when the connection to the router isn’t encrypted. Turn off file and printer sharing when you use a public Wi-Fi network.

Email fraud and phishing

Phishing is a method of attack where you can be tricked into giving away your secret login or payment information. Take special care when responding to emails requesting you provide your personal information or ask you to visit a website to confirm your identity. They may not be from legitimate sources. Know that Dodge & Cox Funds will never ask you for your login, payment, or personal information via email.

Use hard-to-guess passwords and don’t share them                    

Using passwords that include a mix of numbers, letters, and symbols will enhance your security online, and the longer the password the better. Don’t let anyone else know your secret passwords, and try not to reuse the same password across multiple websites. Since secure and unique passwords can be difficult to remember, you may wish to use a password manager program to help you organize them.

Elect e-Delivery

By electing e-Delivery only for your statements, we can inform you when a statement is available online and you won’t need to worry that the paper item could be lost or misdirected in the U.S. Mail. You can print additional copies at your convenience, and we’ll store your statements online for at least seven years.

If you believe you’re a victim of identity theft

Despite our common best efforts, online financial fraud and cybercrime can occur. If you believe your account has been compromised, notify Dodge & Cox Funds immediately. If you’ve been impacted by an identity thief, contact one of the three major credit reporting agencies (Experian , Equifax or TransUnion) and place a fraud alert or security freeze and request a copy of your credit report. Immediately change your IDs and passwords for websites. Consider contacting the local police as well as the Federal Trade Commission to file a report.

Image for If you believe you’re a victim of identity theft

We’re here to help

Call

800-621-3979

Monday – Friday,

8 a.m. – 7:30 p.m., Eastern time.

Mail

Regular Mail

Dodge & Cox Funds

P.O. Box 219502

Kansas City, MO 64121-9502

 

Express Mail

Dodge & Cox Funds

430 W Seventh Street, Ste 219502

Kansas City, MO 64105-1407