There are important reasons to consider adding a trusted contact to your account. A trusted contact can help your financial professional reach someone you trust in limited circumstances related to your account or well-being.
Is your financial firm asking you for a
TRUSTED CONTACT?
There are important reasons to consider adding a trusted contact to your account. A trusted contact can help your financial professional reach someone you trust in limited circumstances related to your account or well-being.
WHAT IS IT?
A "trusted contact" is a person you authorize your financial firm to contact in limited circumstances.
WHO SHOULD HAVE ONE?
We suggest a trusted contact for anyone who has an investment account
WHAT IS IT?
A "trusted contact" is a person you authorize your financial firm to contact in limited circumstances.
WHO SHOULD HAVE ONE?
We suggest a trusted contact for anyone who has an investment account.
How would having a trusted contact help me?
Maybe your investment professional needs to get in touch with you but can’t when:
You are traveling
There is a natural disaster
There is a concern about fraud
You are having a health issue
Your trusted contact
CANNOT
make trades in your account
Your trusted contact
CANNOT
make decisions about your account
Being a trusted contact
DOES NOT
make them a power of attorney, legal guardian, trustee or executor
A trusted contact is someone who can help your financial firm help you, if needed. Add one today!
