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Establishing a Trusted Contact Person

    A “Trusted Contact Person” (TCP) is someone who you have authorized as a point of contact for your advisor if your advisor has concerns you are being financially exploited or are showing signs of diminished mental capacity.
    Your TCP cannot make financial decisions on your behalf, nor can they make transactions or changes to your account. They also cannot be given access to information about your account. You can appoint more than one TCP, and you can change them at any time.
    Tip: Your Trusted Contact Person(s) should be trustworthy, independent, and familiar with your personal situation. It’s also a good idea to ask them if they are comfortable with taking on the role.