Protect your money with a trusted contact

CHOOSING A TRUSTED CONTACT CAN HELP YOU PREVENT FRAUD AND SCAMS WITHOUT GIVING UP CONTROL OF YOUR FINANCES.

HERE ARE SOME TIPS WHEN MAKING THIS VERY IMPORTANT DECISION:

Choose Someone You Trust

Choose someone reliable like a family member, close friend, or attorney. Consider naming a trusted contact that does not have access to your finances.

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Ask Your Credit Union

Ask your credit union to walk you through their trusted contact policy, including when they will alert your trusted contact and what information they will share in different situations. If you are uncomfortable with something, ask if you can change or limit what a staff member will share.

Keep it Updated

Contact your credit union right away if you want to change or remove a trusted contact.

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