Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Schedule an appointment Schedule an appointment Schedule an appointment Be sure to bring your government-issued photo ID plus contact information (name, address, phone number and email) for the person you want to designate as your trusted contact. Simply schedule an appointment to start your request with a financial center associate. To confirm the identity of any legal guardian, executor, trustee or holder of a power of attorney power of attorney power of attorney.Ī trusted contact is not able to see your balances, gather any information about you, conduct transactions on your behalf or make changes to your account (unlike an account co-owner, who is able to conduct transactions such as deposits and withdrawals).īank of America is the first major bank to allow clients to designate a trusted contact.To confirm specifics of your current contact information.To address suspicious financial activity on your account.Learn more from our fraud prevention checklistĪ trusted contact is an individual age 18 or older who is identified by you as someone we're able to contact about your account for any of the following reasons: Use biometrics to log in on your mobile device.We have a suite of digital capabilities that can help you keep your finances more secure, all backed by our Security Guarantee. Use our award-winning mobile and online banking platforms to keep your account safe.Learn more and see how to set up a trusted contact Learn more and see how to set up a trusted contact Learn more and see how to set up a trusted contact Bank of America is the first major bank to allow consumer clients to designate a trusted contact - someone we're able to reach out to in order to confirm information and address suspicious activity. This is another way to help guard against financial exploitation. See how to add an owner to an account See how to add an owner to an account See how to add an owner to an account Plan ahead: While you're still healthy, determine whether you want to add a trusted family member or friend to your account as a co-owner to help manage your finances. Learn more about power of attorney services Learn more about power of attorney services Learn more about power of attorney services A power of attorney can permit someone you trust to act on your behalf in financial matters such as filing taxes, selling property, refinancing a mortgage and depositing or cashing checks. You can also find help in your community by using the Eldercare Locator layer find help in your community by using the Eldercare Locator layer find help in your community by using the Eldercare Locator layer, a public service of the U.S. If you become concerned that you or an older family member or friend is being financially abused or is the victim of fraud, you should report suspicious communications or transactions report suspicious communications or transactions report suspicious communications or transactions immediately.
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