Online Access Trusted Contacts

Having a designated trusted contact provides another layer of protection to help us keep your accounts safe. A trusted contact is someone we can contact in the event we're concerned about your health, well-being, or welfare due to exploitation, endangerment, or neglect.




Benefits:

  • A trusted contact is designated to help keep your accounts safe.
  • Identifying a trusted contact provides your Janney Financial Advisor an additional resource in the event you are incapacitated.
  • Specifying trusted contacts does not grant them access to transact on your accounts.

 

How to assign a Trusted Contact using Online Access:

 

Step 1

Step 1:

Once logged into Online Access, select Settings.

Step 2

Step 2:

Select Contact Settings.

Step 3

Step 3:

Click edit under Trusted Contact.

Frequently Asked Questions:

Who should be my trusted contact?

Trusted contacts are usually family members or close friends—people who are likely to know your current situation—as opposed to your accountant, trustee, or power of attorney. The individual must be 18 years old to be assigned as a trusted contact.

What information do you need to get started?

Once you’ve identified your preferred trusted contact, enter their name, phone number, and email address.

Is assigning a Trusted Contact required by law?

To comply with new regulations, Janney, along with other financial services firms, is asking for trusted contact information.

If I assign a trusted contact within Online Access, will they have access to my account information?

No. A trusted contact will not be authorized to access your accounts or transact on your behalf. Your trusted contact will not have access to your Online Access portal.

Who can I contact with Online Access questions?

For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or OnlineServices@janney.com.


Need Assistance?

If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.

  • Phone: 888.882.0012
  • Email:  OnlineServices@janney.com
  • Monday through Friday: 7AM – 7PM EST
  • Saturday, Sunday, and Holidays: 7AM – 12PM EST

 

 

 

 

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC