Trusted Contact Person

Instructions

A trusted contact is someone who can be reached in the event that we are unable to contact you.

This page is only available for IB LLC and IB UK accounts.

To Add a Trusted Contact:

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile > Trusted Contact Person.

    The add contact person button in client portal.

  2. Click the Add Trusted Contact button.

    The add trusted contact panel in portal.

  3. Select the contact relationship from the drop-down menu, click Continue, then complete the profile information on the following screen and click Continue again.

    The add an individual panel in client portal.

  4. 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 to 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.

 

Additional Resources