- Your Trusted Contact Person(s) will not be able to view your account information, execute transactions in your account, or inquire about account activity.
- Schwab suggests that your Trusted Contact Person(s) not be someone who is already authorized to transact business on your account(s) or receive information about your Schwab account(s).
- The person(s) you name as Trusted Contact Person will be the Trusted Contact Person on all of your Schwab accounts on which you are the account holder or joint account holder, trustee, or agent. A change, now or in the future, will apply to all of your accounts.
- In multiple party accounts, or accounts with multiple trustees or agents, each party can name a separate Trusted Contact Person(s).
- Only you, as the account holder, have the ability to add, update, or remove a Trusted Contact Person(s) for your account(s).
- Providing Schwab with Trusted Contact Person information is voluntary.
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