From Setup to Sign-In: Secure Your New Device
Upgrading technology is exciting because it impacts everyday experiences, from communication to productivity and convenience. A new phone, tablet, or computer gives you access to faster processors, higher-resolution displays, longer battery life, stronger security, more storage, and faster connectivity. But another key element to getting a new device is setting it up safely.
Start With a Secure Setup
Nick Solomon, IT Systems & Network Engineer at Coulee Bank, says, “There are three setup steps to complete before you start using your new device, and those include installing operating system updates, configuring automated backups, and establishing primary security credentials.” The first step is to install operating system updates. Manufacturers frequently release patches for security vulnerabilities discovered after the device was boxed. Updating immediately ensures you are protected against known exploits before you begin browsing or downloading apps.
Once you install operating system updates, configure automated backups. Solomon says, “If the device fails or is lost during the rest of the setup process, you won’t lose your progress.” To backup your device, use iCloud, Google One, Time Machine, or File History. Then, enable encryption on the device’s local storage before adding any personal data or setting up accounts. He says to use strong passwords and configure secure biometric access like Face ID, Touch ID, or Windows Hello when you set up your primary account.
Make Privacy Settings Work for You
It’s important not to accept default settings on your phone or computer. Here are Solomon’s recommendations when setting up security and privacy settings:
Smartphone
- When setting up a Smartphone, set permissions under location services to “While Using App” instead of “Always.”
- For telemetry and diagnostics, opt out of “Share Analytics” and personalized ad tracking during the initial onboarding screens.
- App permissions should be set to strictly limit app access to your camera, microphone, contacts, and photos. Deny permissions to any app where it is not functionally required.
- Configure short screen timeout thresholds (e.g., 30 seconds) and hide sensitive notification previews from displaying on the locked screen.
Computer
- For location services, turn off system-wide location tracking completely unless you routinely use native mapping or weather applications.
- Disable optional diagnostic data sharing, tailored experiences, and advertising ID tracking in the main privacy settings menu.
- Under app permissions, review which applications are allowed to run in the background and access local file directories, or control system hardware.
- Enable full-disk encryption (FileVault for macOS or BitLocker for Windows) to safeguard local storage in case the hardware is physically stolen.
Be Selective About Files and Apps
Solomon recommends being selective when transferring files to a new device. “Use the transition as an opportunity to review your data,” Solomon says. “Rather than copying everything from your old device, manually transfer the documents and photos you need so you don’t bring along corrupted caches, outdated configuration files, and unwanted software.”
Solomon encourages users to be intentional when downloading apps and signing into accounts on a new device. “Download apps only from official sources, such as the Apple App Store, Google Play Store, or the developer’s website, and double-check developer names and user reviews to help avoid malicious copycats,” Solomon says. “As you sign into your primary accounts, enable two-factor authentication and use a dedicated password manager to create a unique password for each service rather than relying on your browser’s built-in password storage.”
Avoid Common Setup Mistakes
Solomon also cautions against rushing through setup and overlooking settings connected to the old device. “Read permission requests instead of automatically clicking ‘Accept All,’ and use a standard user account for everyday tasks rather than an administrator account,” Solomon says. “Before retiring your old device, review app authorizations and subscriptions, revoke access you no longer need, and cancel unwanted subscriptions.”
Protecting your new device is just as important as securing your login credentials. Before accessing your bank accounts, use this checklist to help ensure your device is secure and ready for online banking.
- Use a secure connection. Connect to your private, password-protected home Wi-Fi network rather than public Wi-Fi when setting up your device and accessing your accounts.
- Verify your bank’s app. Follow the app download link on your bank’s official website to help ensure you’re installing the legitimate app.
- Enable biometric sign-in. If your bank’s app supports it, turn on facial recognition or fingerprint authentication for convenient, secure access.
- Set up multifactor authentication. Review the options your bank offers and, when available, choose an authenticator app or a physical security key.
- Turn on account alerts. Enable available transaction and security notifications to help you spot unexpected activity and report it promptly.
Before You Let Go of Your Old Device
Before trading in, donating, or recycling your old device, take time to protect your information and make sure nothing important gets left behind.
“Start with one final backup, and check that the photos, messages, and documents you want to keep are available on your new device,” Solomon says. “Don’t erase the old one until you’ve confirmed you have what you need.” Once you’ve checked your files, complete these final steps:
- Sign out of your accounts. Sign out of services such as iCloud, Google, and Microsoft, as well as individual apps. Remove the old device from your trusted-device lists and review any subscriptions you no longer need.
- Unpair connected accessories. Disconnect smartwatches, wireless earbuds, and other Bluetooth accessories linked to the device.
- Review messaging settings. If you’re switching from an iPhone to a non-Apple phone, turn off iMessage and FaceTime before handing over your old phone.
- Erase your personal information. Follow the manufacturer’s instructions to erase the device and restore factory settings, including any required steps for securely clearing its storage.
- Remove physical cards. Take out any physical SIM and microSD cards before trading in, donating, or recycling the device.
A new device is a fresh start, and a chance to make security part of your everyday routine. Taking time to review settings, protect your accounts, and safely retire your old device can help you enjoy your upgrade with greater peace of mind.