Help Us Help You If Something Happens-Name Your Trusted Contact
Adding a Trusted Contact:
Adding a trusted contact benefits you and your Advisor by providing a resource to contact if we have reason to believe financial exploitation may have occurred, is occurring, has been attempted or will be attempted. It puts us both in a better position to keep your account safe. Financial exploitation involves the unauthorized or improper use of the adult’s assets, funds, or property for personal gain by strangers, caregivers, family members, or other trusted persons. This is a growing problem that targets seniors and vulnerable adults, and the best way to help fight against it is to establish a trusted contact.
Designating Trusted Contacts allows us to contact your trusted person in cases of emergency, or under certain circumstances, such as a change in your health status. Likewise, your Trusted Contact may contact us in the same circumstances.