FREQUENTLY ASKED QUESTIONS
What is a trusted contact?
A trusted contact is an individual Janney can share information with in the event concerns arise about your health status, or if we believe you may be a victim of fraud or exploitation. A trusted contact has no right to trade or withdraw from your account. Although you are not required to provide a trusted contact, we strongly believe having a contact name available before the need arises is a wise precaution.
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. We suggest designating a person who isn’t already authorized to conduct business or receive information on your behalf.
What information is required for a trusted contact?
A minimum of a name and phone number is required to add a trusted contact. We also accept address, email address, and relationship. The more information provided the better. All information given to new accounts to record will be shown for the trusted contact.
How do I add a trusted contact to my account?
Don’t wait until it’s too late. Contact us directly to add a trusted contact to your account(s) today, so you are prepared in case the need arises in the future. Contact Chase Wealth Management Group to add a trusted contact today.
WORKING WITH JANNEY
Depending on your financial needs and personal preferences, you may opt to engage in a brokerage relationship, an advisory relationship or a combination of both. Each time you open an account, we will make recommendations on which type of relationship is in your best interest based on the information you provide when you complete or update your client profile.
When you engage in an advisory relationship, you will pay an asset-based fee which encompasses, among other things, a defined investment strategy, ongoing monitoring, and performance reporting. Your Financial Advisor will serve in a fiduciary capacity for your advisory accounts.
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.
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By establishing a relationship with us, we can build a tailored financial plan and make recommendations about solutions 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.
Janney Montgomery Scott LLC, its affiliates, and its employees are not in the business of providing tax, regulatory, accounting, or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any taxpayer for the purpose of avoiding tax penalties. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
