What is a trusted contact?

Modified on Wed, 18 Oct 2023 at 01:03 PM

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, friend, or another individual who is 18 years or older whom 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.


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