Trusted Contact
How does Trusted Contact work?
You choose a trusted person we can contact if needed. If we’re unable to reach you or notice concerning activity, we may reach out to your trusted contact to help ensure you get support when it matters most. Your trusted contact won’t have access to your account or be able to make decisions for you.
When a Trusted Contact may be helpful.
- When you may be experience fraud, a scam, or financial abuse
- If a health issue may be impacting your ability to make financial decisions
- If we’re unable to reach you directly
In these situations, we may contact your Trusted Contact to help ensure your safety and well-being.
What a Trusted Contact can and cannot do
They can:
- Receive general information about our concerns
- Help us confirm your well-being
They cannot:
- Access your account details or transaction history
- Move money or make decisions
- Make any changes to your account
Who should I choose?
Choose someone you trust, such as a close friend or family member, who:
- Can be reached easily
- Has agreed to be your trusted contact
- Would act in your best interest
How do I add a Trusted Contact?
You can add, remove, or update your Trusted Contact at any time:
Visit a local branch, or Call us at 503.228.7077 or 800.527.3932
You can designate up to two Trusted Contacts.
FAQs
A Trusted Contact is someone you authorize us to contact if we believe your assets or well-being may be at risk.
No. They cannot access your account, view transactions, or make changes.
Only if we suspect fraud, financial abuse, or cannot reach you directly.
We may share general concerns and attempts to contact you, but no account details or transaction history.
You can add up to two Trusted Contacts.
Yes. You can make changes at any time by contacting us or visiting a branch.
