The role of a trusted contact
By identifying a designated “Trusted Contact,” you are providing Wells Fargo Advisors permission to contact and discuss with the identified individual concerns the Financial Advisor may have regarding the health and/or welfare of the client.
We will only communicate with your account’s trusted contact if we cannot reach you, if we suspect financial exploitation, or if we have concerns for your health and welfare. And you can call us at 1-800-872-3377 any time you’d like to add, update, change, or remove your trusted contact.
Your trusted contact does not have authority to access your account or make transactions on your behalf. Rather, the person’s role is to help us contact you; to provide the identity of any legal guardian, executor, trustee, or holder of power of attorney; or to help us look into possible financial exploitation.
Selecting your trusted contact
Choose someone that you trust to act on your behalf, will know how to reach you, and is at least 18 years old. You may choose 1 or more people to be the trusted contact for all your accounts, or you may name a different person for each account. For joint accounts, each account owner may specify 1 trusted contact.
To designate or change your trusted contact:
- Open and complete the Trusted Contact Authorization (PDF) form.
- Print your completed form, and then mail or fax it to us (instructions provided on the form).
- Or contact your Financial Advisor.
We’re here to help
Call 1-800-872-3377 if you have questions about designating or changing your account’s trusted contact.
Wells Fargo Advisors may contact your designated trusted contact if you cannot be reached, if financial exploitation is suspected, or if there are concerns for your health or welfare. When speaking with your account’s trusted contact, Wells Fargo Advisors may:
• Contact and disclose information about you and your account to discuss possible financial exploitation
• Confirm your current contact information; your health status; and the identity of any legal guardian, executor, trustee, or holder of a power of attorney
• Act on your behalf as permitted by FINRA Rule 2165 and Rule 4512
Note: If your trusted contact identifies a legal guardian, executor, trustee, or holder of a power of attorney, Wells Fargo Advisors may contact the identified person to confirm legal authority.
By naming a trusted contact(s), you understand that:
1) You may name trusted contact(s) for each account you own. For joint accounts, each account owner may specify 1 trusted contact. Trusted contacts must be at least 18 years old.
2) Wells Fargo Advisors may contact your trusted contact to discuss the specified account, but is not required to contact, or attempt to contact, this person.
3) You may change or update your trusted contact at any time by calling Wells Fargo Advisors, and the updated information will supersede any previous information on file.
4) This authorization is optional and you may withdraw it at any time by notifying Wells Fargo Advisors in writing.