Account With a Trusted Contact
UFirst is committed to the welfare and financial well-being of our members. Adding a trusted contact to
your account allows us to take additional steps to ensure this commitment.
Financial institutions sometimes become concerned that an account holder is experiencing fraud, a health
crisis, or another emergency that affects their financial affairs.
At UFirst, we now allow account holders to choose one or more Trusted Contact(s), like an adult child or
close friend, who we can reach out to for extra help in emergency situations. This creates another way for
our financial professionals to help protect you and your financial well-being.
- To address concerns regarding potentially
suspicious transactions when you cannot be reached. (Detailed information will not be provided)
- In choosing
your Trusted Contact(s), select people you know would be a good fit for this role. You should choose
someone you trust, who is reliable, and has your best interests at heart. You can choose a family
member, friend, attorney, or someone else you trust.
choosing multiple Trusted Contacts in case the first person is involved in a suspicious
- Unless added
as a joint owner, a Trusted Contact does not have the authority to transact on your account, add services, make changes,
and has no access to funds.
- You can switch or remove a Trusted
Contact at any time.