What is a trusted contact?
A trusted contact is a person or persons you authorize Schwab to contact on your behalf if account activity raises concerns such as potential financial exploitation, or if we have problems reaching you or communicating with you about your account.
What is a Trusted Contact Authorized to Do?
Your trusted contact can confirm current contact information, health status, or contact information for other authorized parties associated with the account. Your trusted contact is not authorized to act on your behalf, make transactions, or take other actions on your account.
How to Add a Trusted Contact
STEP 1: Login to your Schwab Account by visiting client.schwab.com.
STEP 2: From the top right hand menu click on “Profile”
STEP 3: From the drop down menu, click on “Trusted Contact”
STEP 4: Once you have completed the contact information, click on “Save”
To ADD: To add a new contact click on the green button “Add Trusted Contact”
To EDIT or REMOVE: If you already have trusted contacts added, but need to make changes, you can edit or remove under “Manage Your Trusted Contacts”
