To help safeguard your investment accounts, we encourage you to have a Trusted Contact or Third-Party Sharing form on file. A Trusted Contact allows us to notify someone you trust if we notice unusual activity or have concerns about your well-being, without giving them access to your accounts. Third-Party Sharing lets us provide account information to a family member or professional, such as a tax advisor or attorney, while ensuring the third party has no authority to make transactions or decisions in your account.

Completing this form provides an added layer of protection and makes it easier for someone you trust to assist if needed. If you have any questions about this form or would like hard copy mailed to you, please contact our office at 916-863-1233 and we will be happy to assist you.

Click the link below to download the form:

Trusted Contact and/or Third Party Information Sharing Form