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Use this page to add a trusted contact. A trusted contact is someone who can be reached in the event that we are unable to contact you.
Note: This page is only available for IB LLC and IB UK accounts.
To Add a Trusted Contact
- Click Settings > Account Settings.
The Account Settings screen opens. The Configuration panel appears on the right of the screen.
- Click the gear (configure) icon next to Trusted Contact.
- The Trusted Contact information appears on a series of screens. Click the + icon to add a new trusted contact.
- Select the contact relationship from the drop down menu, then click Continue. Then, complete the profile information on the following screen and click Continue again.
- 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 info icon next their name.
- To edit your trusted contact, click the 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.