If we reasonably believe that you are a victim of financial exploitation, Save® will contact your designated trusted contact. Save® recommends you designate a close family member, or friend, or other individual who is 18 years or older who we can contact if needed.
You will be prompted at the time of account sign up to designate a trusted contact. If you miss this opportunity or ever need to update your trusted contact or their contact information, you can contact customer support.
If you choose to designate a trusted contact, you authorize Save® to contact the individual to disclose information about your account to confirm the specifics of your contact information, health status, or identity of any legal guardian, executor, trustee or holder of a power of attorney, or as otherwise permitted by FINRA Rule 2165.