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What is a Trusted Contact and How Can it Help Protect Your Investment Account – Investor.gov

U.S. Securities and Exchange Commission
19.2K subscribers
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1.2K views 1 year ago
What is a Trusted Contact and How Can it Help Protect Your Investment? A trusted contact is a person you designate to be your backup at your brokerage firm in case you can’t be reached, you’re sick, or even if you’re suffering from diminished capacity. If you can’t be reached, you’re trusted contact can help your brokerage firm reach you and verify your contact information, address activity in your account that may indicate financial exploitation or fraud, confirm if you’re experiencing a health issue, or if your brokerage firm suspects you are sick or suffering from diminished capacity, and verify the identity of any legal guardian, executor, trustee, or holder of a power of attorney on your account. Learn more about trusted contacts at https://www.Investor.gov, an unbiased resource for investing information, tools and tips. Explore more resources for older investors at: https://www.Investor.gov/NeverStopLea... ...more
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What is a Trusted Contact and How Can it Help Protect Your Investment Account – Investor.gov
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1,226Views
2023Jun 12
What is a Trusted Contact and How Can it Help Protect Your Investment? A trusted contact is a person you designate to be your backup at your brokerage firm in case you can’t be reached, you’re sick, or even if you’re suffering from diminished capacity. If you can’t be reached, you’re trusted contact can help your brokerage firm reach you and verify your contact information, address activity in your account that may indicate financial exploitation or fraud, confirm if you’re experiencing a health issue, or if your brokerage firm suspects you are sick or suffering from diminished capacity, and verify the identity of any legal guardian, executor, trustee, or holder of a power of attorney on your account. Learn more about trusted contacts at https://www.Investor.gov, an unbiased resource for investing information, tools and tips. Explore more resources for older investors at: https://www.Investor.gov/NeverStopLea...

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U.S. Securities and Exchange Commission

19.2K subscribers