What is a trusted contact?

To help secure your account, we encourage all account holders to nominate a person who is 18 years of age or older to be a Trusted Contact.  By naming a Trusted Contact, you authorize that person to be contacted when certain information is needed to secure your Wealthfront account.  For example, if Wealthfront is unable to reach you, we may contact your Trusted Contact regarding suspicious activity or transactions; to confirm information necessary for the administration of your account, such as your current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney; or as otherwise permitted by FINRA Rule 2165.  A Trusted Contact is not the same thing as Power of Attorney and does not have the ability to transact or make changes in your account. You can add or change your Trusted Contact at any time in Settings

Was this article helpful?

This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

© 2020 Wealthfront Corporation. All rights reserved.