Trusted Contact

Keep your money and account safe with a Trusted Contact

A Trusted Contact is someone you designate that Patelco can communicate with when you go offline and can’t be reached — whether it's due to a health matter, natural disaster or traveling with limited cell reception. A Trusted Contact is also someone Patelco can reach out to if we suspect you might have fallen victim to a scam — or if we suspect financial exploitation or have other concerns about your welfare. Think of a Trusted Contact as an account enhancement that helps Patelco keep your account safe.

What is a Trusted Contact?

A Trusted Contact is a trusted friend or family member who can:

• Confirm your current contact information
• Confirm your health status
• Confirm the contact information for other authorized parties
• Discuss urgent, unusual account activity or other possible red flags

While you are not required to have a Trusted Contact, establishing one may help us move decisively if we ever need to address suspected fraudulent activity. You may already have a power of attorney¹ or spouse listed on your account, but a Trusted Contact provides an additional resource to reach out to if an issue arises.  

It's important to note that Trusted Contacts are unable to act on your behalf, conduct transactions, or engage in account activity (unless they're already an authorized party on your account such as a joint owner or Trustee).