Tag Archives | Trusted Contact
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What’s A Trusted Contact, And Why Do I Need One?

Several of our clients are receiving reminders from Charles Schwab & Co. to name a Trusted Contact for their accounts. Here’s some information to help you understand what a Trusted Contact is, and why you should consider naming one. What’s a Trusted Contact? A “Trusted Contact” is a person that you authorize your brokerage firm […]

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New Measures To Protect Seniors From Financial Abuse

To protect seniors from financial abuse, brokers like Charles Schwab are rolling out new protective measures. Starting February 5, brokers will ask you to name a “Trusted Contact,” like a family member or friend, they can reach out to if they suspect you may be subject to financial exploitation, or if they have questions about […]

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