How to add a trusted contact - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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How to add a trusted contact

To comply with new regulations, Fidelity (along with other financial services firms) is asking for trusted contact information. This is optional, but Fidelity strongly suggests you consider adding 1-2 people to your accounts. Take a minute to add this information so our records are updated and we know who to contact in an emergency situation. of when and why we might reach out to your trusted contact. Note: Specifying trusted contacts here does not grant them access to transact on your accounts.

What do I need to know

Adding trusted contacts is optional. To add a contact, you'll need to know their phone number and physical address. An email address is helpful, but not required. We'll also ask for their relationship to you. Your trusted contacts may be asked to share or validate information about you and/or your account(s), such as whether another person or entity has legal authority to act on your behalf or helps with decision-making rights (e.g., a holder of power of attorney [POA], legal guardian or conservator, executor, or trustee). Your trusted contacts will not have the ability to transact on your account(s). While we may share specific information about you with your trusted contacts, we will not grant them access to your account.

What to expect

This new contact, or changes to an existing contact, are effective immediately. We recommend you inform your trusted contact so they're prepared in the event we need to contact them. - Use this third-party company to monitor bank and investment accounts, credit cards and credit reports — serving as an extra set of eyes for your family members and/or your clients. - Use this worksheet to collect and share important information, and make your wishes and those of your loved ones known, to help make a difficult situation easier to manage. - Visit this page to watch a short video about who may be at risk, the warning signs, and steps you can take to help protect yourself and your loved ones. You can also access valuable checklists and resources to help prevent elder financial fraud. - Learn about FidSafe, the secure online solution that ensures the critical files you need are available to you and your family whenever and wherever you need them. Please wait while Fidelity's Virtual Assistant loads. * Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. EverSafe is not affiliated with Fidelity Brokerage Services, member NYSE, SIPC or its affiliates. EverSafe is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of this information. 819995.3.0

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Trusted contact examples

Fraud/financial exploitation
A customer calls her advisor for an annual review. During the call, the advisor clearly hears a third party "coaching" the customer to transfer funds, and the customer sounds distressed. The advisor decides to call the trusted contact to share their observations. Diminished capacity
A financial representative notes a customer has called several times with questions regarding the same check and seems to have trouble understanding the answers. Concerned that the customer may have a health issue, the representative determines that reaching out to the trusted contact may be an appropriate next step. Medical emergency at the office
A customer is scheduled to meet with her advisor at her Investor Center, but collapses in the lobby while waiting. After calling 911, the advisor notes her trusted contact and places a call to that person to alert them of the customer's situation.