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.
Why should I provide a trusted contact?
A trusted contact is someone we can get in touch with in the event we're concerned about your:
- Well-being, or
- Welfare (due to exploitation, endangerment, or neglect)
View some examples 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.
Trusted contact resources
- EverSafe® - 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.
- Health and Medical Information Worksheet - 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.
- Protecting yourself and your loved ones from elder financial abuse - 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.
- 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.
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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.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917