How do I add a Trusted Contact Person?

A Trusted Contact Person is an individual age 18 and over whom we may contact if we are unable to reach you or if there is suspicious activity relating to your account. Designating a Trusted Contact Person for your account is optional. In the event that there is a reasonable belief that you are victim to financial exploitation, the trusted contact can place a temporary hold on your account to prevent any disbursements of funds.

Please note the Trusted Contact Person won’t be able to:

  • Access to or take any action on your account
  • Place trades or transfer funds on your behalf
  • Assume power of attorney or consider as a beneficiary

How do I add a Trusted Contact Person?

If you would like to add a Trusted Contact Person to your account, you need to fill out a Trusted Contact Person Form. Return the form to us via Secure Document Upload.

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