Who Is Your Trusted Contact?

Posted by Creekmur Wealth Advisors on 1:58 PM on July 9, 2020

This vital investment account question should be answered sooner rather than later.

Investment firms have a client service requirement. They must ask you if you would like to provide the name and information of a trusted contact.1

You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions on your behalf.1

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Topics: Financial Planning, Investing, Trusted Contact

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