What is a Trusted Contact?

Clients have the opportunity to offer the name and contact information of an individual, referred to as a trusted contact, who MEXEM would be authorized to contact and disclose information about their account to address possible financial exploitation, to confirm the specifics of the customer's current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney. There is no requirement that clients offer a trusted contact and, unless added as a user to the account, the trusted contact is not provided login access to the account nor the authority to make trade or funding decisions. For instructions on adding a trusted contact, click here.

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