Claim Form Login

If you are a United States Resident and your Personal Information was potentially compromised in the Data Incident discovered by Fitzgerald Wealth Management, LLC in April 2025, you may be a Class Member and eligible for Settlement Benefits. Excluded from the Settlement Class are: (1) FWM and its officers, directors, and related companies; (2) anyone who validly excludes themselves from the Settlement; (3) the Judge in this case, and the Judge’s family and staff; and (4) anyone who perpetrated the Data Incident.

If you are a Settlement Class Member and wish to receive one or more benefits, then you must submit a claim form by August 4, 2026.

All Settlement Class Members may claim Credit Monitoring Services and one or more of the cash payment options. The benefits are explained in more detail below.

Credit Monitoring Services. All Class Members are eligible to enroll in two (2) years of CyEx Financial Shield. This comprehensive service comes with $1 million of financial fraud insurance, and includes monitoring for:

  • fraud or identity theft

  • unauthorized financial transactions

  • personal information associated with high-risk transactions

If anything suspicious happens, you will be able to talk to a fraud resolution agent to help fix any problems.

Cash Payment Option A. You may claim one or more of the following reimbursements, if they apply to you:

Lost Time. Class Members who spent time responding to the Data Incident may claim up to four (4) hours, at $20.00 per hour, for a maximum of $80.00. You must have spent the time on tasks related to the Data Incident. Some examples include things like:

  • changing your passwords

  • investigating suspicious activity in your accounts

  • researching the Data Incident

Claims for Ordinary Losses (out-of-pocket expenses). If you incurred actual, documented out-of-pocket expenses due to the Data Incident, you can get back up to $400.00. The losses must have occurred between April 29, 2025, and August 4, 2026, and you cannot claim a payment for expenses that have already been reimbursed by another source or third party. This benefit covers out-of-pocket expenses like:

  • fees for credit reports, credit monitoring, or freezing and unfreezing your credit

  • cost to replace your IDs

  • postage to contact banks by mail

Extraordinary Losses (losses due to identity theft or fraud). If you lost money because of identity theft or fraud, you can get back up to $3,500.00. The losses must have occurred between April 29, 2025, and August 4, 2026, and you cannot claim a payment for expenses that have already been reimbursed by another source or third party. You will need to show that:

  • the theft or fraud was probably caused by the Data Incident

  • the losses are not already covered by Ordinary Losses

  • you tried to prevent the loss or get your money back, such as by using insurance you already have

If you are claiming for either Ordinary Losses and/or Extraordinary Losses, you need to send proof, like receipts, to show how much you spent or lost. You can also send notes or papers you made yourself to explain or support other proof, but those notes or papers alone are not enough to make a valid claim. Your proof or notes should show that your expenses were because of the Data Incident.

Cash Payment Option B - Alternative Cash Payment. Instead of any other cash payment option, you may claim a one-time cash payment. This payment is expected to be $50.00. You do not have to provide any proof or explanation to claim this payment.

Approved Claims for Ordinary Losses, Extraordinary Losses, Lost Time or, in the alternative, Alternative Cash Payments, are subject to an Aggregate Cap of $250,000.00. In the unlikely event that the total exceeds $250,000.00, such Approved Claims will be decreased pro rata to stay within the maximum $250,000.00 cap.

For more information about each of these benefits please review the Notice, FAQs and the Settlement Agreement.

To start your online claim form, you must login with your Login ID and PIN. You can find your Login ID and PIN on the Notice that was sent to you. If you are unable to locate your ID & PIN, please contact the Settlement Administrator by emailing info@FWMDataSettlement.com. Please request your ID & PIN by providing your full name and mailing address.

You may also download a Claim Form here and submit it, along with any supporting documentation, by email or U.S. mail to:

FWM Data Incident Settlement
c/o Settlement Administrator
P.O. Box 25226
Santa Ana, CA 92799
info@FWMDataSettlement.com

The deadline to submit a Claim Form online or by email is August 4, 2026. If you are mailing your Claim Form, it must be mailed with a postmark date no later than August 4, 2026.