We are required by FINRA regulation 4512 to provide the option of adding a person to be a trusted contact for your account. A trusted contact person shall mean the person who may be contacted about the Specified Adult’s Account. The trusted contact person must be age 18 or older. In the unlikely scenario that we are unable to contact you for an extended period of time, via both email and/or physical mail, we may reach out to your trusted contact to help get in touch with you.
We do not release any of your account details to your trusted contact, nor can this person transact on your behalf. We would only use this information in an attempt to contact you directly.
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