How to Designate or Change a Trusted Contact in Schwab Alliance

Adding a Trusted Contact person gives Schwab and your financial Advisor (ODIJ) a resource to contact if we suspect that you may be the target of financial exploitation or we have other concerns about your well-being.

A Trusted Contact will not be able to view your account information, execute transactions in your account(s), or inquire about account activity, unless that person has that authority through another role on the account(s), such as a trustee or power of attorney. Providing Schwab with Trusted Contact information is voluntary. We encourage you to provide two Trusted Contacts in the event that one is not reachable in the future.

• Your Trusted Contact(s) should be someone other than your financial consultant or investment advisor.
• The person(s) you name as Trusted Contact(s) will be the Trusted Contact(s) on all of your Schwab accounts, as provided for in your account agreement.
• For multiple-party accounts, each party can name separate Trusted Contacts.
• The Trusted Contact(s) must be at least 18 years old.

What you will be authorizing: If you provide a Trusted Contact Person(s) to Schwab, you understand that you have authorized Schwab and your advisor (ODIJ) to contact the Trusted Contact Person(s) at their discretion and to disclose information about your account to address possible activities that might indicate financial exploitation of you; to confirm the specifics of your current contact information, health status (including physical or mental capacity), or the identity of any legal guardian, executor, trustee, or holder of a power of attorney on your account(s); or as otherwise permitted by FINRA rules or state law.

Log in via: https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx
In the upper right-hand corner, click the person icon / "Profile" link. Then, from the drop-down menu that appears, select "Trusted Contact."

From the “Trusted Contact” screen, you can add, edit, or remove Trusted Contact Persons. You can have up to two trusted contacts on file at any time.