How to add a trusted contact

Fidelity strongly suggests you consider adding 1-2 people as trusted contacts to your accounts. Taking a minute to add their information helps us know who to contact in an emergency.

Add a Trusted ContactLog In Required

Why should I provide a trusted contact?

A trusted contact is someone we can get in touch with if we're concerned about your:

  • Health,
  • Well-being, or
  • Welfare (due to exploitation, endangerment, or neglect)

Review examples of when and why we might reach out to your trusted contact.

Note: Naming someone as trusted contact does not allow them to access or complete transactions on your accounts.

What do I need to know?

To add a trusted contact, you'll need to know their phone number and physical address. An email address is helpful but not required. We'll also ask what their relationship is with you.

Your trusted contacts may be asked to share or validate information about you and your accounts. Including whether another person or entity has legal authority to act on your behalf or helps with decision-making rights, like 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 accounts. 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 if we contact them.

Trusted contact resources

  • EverSafe® - Use this third-party company to monitor bank and investment accounts, credit cards, and credit reports. It provides an extra set of eyes for your family and clients.
  • Health and Medical Information Worksheet (PDF) - Use this worksheet to collect and share important information and make your wishes and those of your loved ones known. It can help make a difficult situation easier to manage.
  • Protection from elder fraud - Visit this page to learn 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.
  • FidSafe® - 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.
  • FINRA - Explore this third-party site from Financial Industry Regulatory Authority (FINRA) to understand why trusted contacts are important.