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Trusted Contact Person (TCP)

A Trusted Contact Person (TCP) is an individual you authorize to be contacted if there are concerns related to your well-being or the security of your account.

Adding a TCP is optional but recommended as an additional layer of account protection.

A TCP may help:

  • Confirm or update contact information if you cannot be reached

  • Assist in situations involving suspected fraud, financial exploitation, or concerns related to diminished capacity

  • Support account protection efforts in cases of unusual or suspicious activity

Important Information

A Trusted Contact Person:

  • Does not have authority to access, manage, or transact on your account

  • Is not a joint account holder, power of attorney, or authorized trader

  • Serves only as a point of contact for account protection purposes

Adding or Updating a TCP

To add or update a Trusted Contact Person, contact support through the Support section in the app.

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