A "trusted contact person" is a person that you authorize our firm to contact in limited circumstances, such as if we have trouble reaching you or we have a reasonable belief that your account may be exposed to possible financial exploitation. Your trusted contact person must be age 18 or older.

Important Note: Naming someone as a trusted contact person does not give that person any authority to act on your behalf, execute transactions, or engage in your account activity.

It is not mandatory that you designate a trusted contact person on your Stockpile account, but there are several important reasons to do so, such as:

  • If we cannot reach you, adding a trusted contact person to your account may help us ensure that your current address and contact information are correct.

  • Adding a trusted contact person to your account may help us respond to possible financial exploitation or fraud in your account and protect your account's assets.

  • If we suspect that you are experiencing a health issue, adding a trusted contact person to your account may help us confirm your current health status.

  • Adding a trusted contact person to your account may help us verify the identity of any legal guardian, executor, trustee, or holder of a power of attorney on your account.

We encourage you to designate a trustworthy person in your life as your Trusted Contact Person on your Stockpile account.

To add a Trusted Contact, click the button above. Or...

  1. Log into your Stockpile account

  2. Select 'Account' in the mobile app menu or 'Settings' on the web

  3. Enter your Trusted Contact information

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