Get the free Add a Trusted Contact

Virtus Mutual FundsPO Box 534470 Pittsburgh PA 152534470Add a Trusted ContactFor assistance, please contact us at 8002431574 or visit our website at Virtus.com. Important Information Use this form

How to fill out add a trusted contact

How to fill out add a trusted contact

1. Log into your online account.
2. Navigate to the 'Account Settings' or 'Profile' section.
3. Look for the option labeled 'Trusted Contacts' or 'Add Trusted Contact'.
4. Click on 'Add Trusted Contact'.
5. Enter the name and contact information of the person you want to add.
6. Review the permissions and access you are granting to the trusted contact.
7. Confirm your selection and save the changes.

Who needs add a trusted contact?

1. Anyone who wants to establish a secure way of sharing account access in case of emergencies.
2. Individuals managing sensitive information or accounts that may require additional security measures.
3. Users who may forget their login credentials and want a backup access option.

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What is add a trusted contact?

Add a trusted contact is a process that allows individuals to designate a reliable person to be contacted in case of concerns about their account activity or to assist with account management.

Who is required to file add a trusted contact?

Individuals who manage investment accounts or brokerage accounts may be required to file add a trusted contact to enhance account security and to aid in communication.

How to fill out add a trusted contact?

To fill out add a trusted contact form, individuals usually need to provide their personal information along with the trusted contact's name, relationship, and contact details.

What is the purpose of add a trusted contact?

The purpose of add a trusted contact is to ensure there is a designated person who can be involved if there are concerns regarding the account holder's wellbeing or account activities.

What information must be reported on add a trusted contact?

The information that must be reported typically includes the name, phone number, email address, and relationship of the trusted contact to the account holder.