A trusted individual is a person you designate to access or manage certain aspects of your account on your behalf. This feature is found under Account Settings > Personal Information.
Common reasons people use this feature
- Supporting an elderly relative
Adult children often help aging parents manage accounts online. A trusted individual designation is the proper, secure way to do this — no password sharing required. - Planning for an absence
Going on an extended trip or having planned surgery? A trusted person can manage your account while you are unavailable, without any disruption to your services. - Illness or declining capacity
If you are managing a health condition or planning ahead for the future, you can designate a carer, spouse, or adult child so they are ready to step in if and when needed. - Help with technology
Not everyone is comfortable managing online accounts independently. A family member or trusted friend can handle updates and correspondence on your behalf. - Peace of mind
Even if you never need someone to step in, having a trusted person in place means you are prepared — similar to having a named contact on an insurance policy.
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