What is a trusted contact and how to add one

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A trusted contact for your stock account is someone you authorize us to reach out to on your behalf if we can't get in touch with you. They must be over 18 years old.

Keep in mind this person doesn't have the same role as a beneficiary; they're simply someone we can contact in an emergency.

How to add a trusted contact

  1. Select the top-left menu and choose "Cuenta."
  2. Select "Acciones," then "Contacto de confianza."
  3. Fill in the information for the person you want to add, then select "Agregar contacto."

If you want to update any information, you'll need to remove the contact and add them again.


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