Protect Your Money with a Trusted Contact
Choosing a trusted contact can help you prevent fraud and scams without giving up control of your finances. Here are some tips when making this very important decision:
Choose Someone You Trust
Choose someone reliable like a family member, close friend, or attorney. Consider naming a trusted contact that does not have access to your finances.
Ask Us
Ask us to walk you through our trusted contact policy, including when we will alert your trusted contact and what information we will share in different situations. If you are uncomfortable with something, ask if you can change or limit what our staff members will share.
Keep It Updated
Contact Us right away if you want to change or remove a trusted contact.
