How can you add a “trusted contact person” to your brokerage account?
You may be asked to add a trusted contact person when you log on to your brokerage account online. Many brokerage firms send notices to you, via email or regular mail, that include instructions for adding a trusted contact person to an account. Before clicking on any link in an email notice about a “trusted contact person,” make sure you verify that your brokerage firm sent the email.
If you do not receive a notice or if your brokerage firm has not yet requested a trusted contact person, and you would like to add a trusted contact person to your brokerage account, contact your firm or your financial professional and ask how to add a trusted contact person to your account.
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