A trusted contact is a person you authorize your financial firm to contact in limited circumstances, such as if there is a concern about activity in your account and they have been unable to get in touch with you. A trusted contact may be a family member, attorney, accountant or another third-party who you believe would respect your privacy and know how to handle the responsibility. The trusted person should be 18 years old or older.
Steps to add a trusted contact to your account
Login to your Crecer account
Go to 'Designated Contacts' in the 'Account Settings' section of your account dashboard
Click the "Edit" button in the 'Trusted Contact' section. Add the trusted contact's information and click the "Update" button.
