A Trusted Contact is a person you authorize us to contact in limited circumstances, such as if there is a concern about activity in your account and we have been unable to get in touch with you.

Who should be listed as a Trusted Contact?

  • 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.

  • You may establish more than one trusted contact.

  • Please consider letting your Trusted Contact know that you've listed them as your Trusted Contact.

How to add a Trusted Contact

Please get in touch with us to add your Trusted Contact. Please provide their first and last name and at least one of the following:

  • Email Address

  • Phone Number

  • Mailing Address

Additional Information:

  • Please learn more at finra.org/trustedcontact and apexfinancial.com.

  • A Trusted Contact is not a Beneficiary nor a Power of Attorney.

  • By designating a Trusted Contact, you are authorizing Domain Money to contact the Trusted Contact and disclose information about your account.

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