Trusted Contact Person
Instructions
Use this page to add a trusted contact. A trusted contact is someone who can be reached in the event that we are unable to contact you.
Note: This page is only available for IB LLC and IB UK accounts.
To Add a Trusted Contact
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Click Settings > Account Profile > Trusted Contact Person.
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Click the Add Individual drop-dpwn menu to add a new Trusted Contact
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Select the contact relationship from the drop down menu, then click Continue. Then, complete the profile information on the following screen and click Continue again
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Review your information and click Continue to confirm.
To View, Edit and Delete a Trusted Contact
- To view the information of existing contacts, click the i info icon next their name.
- To edit your trusted contact, click the edit pencil icon and make changes as needed. Click Continue to review and confirm your updates.
- To delete a trusted contact, click the x next to the contact, then click Yes to confirm.