The Importance of Having a Trusted Contact on Your Financial Account

If you’re an individual investor, we want to highlight the importance of having a trusted contact listed on your financial account. A trusted contact does not have access to your account or the authority to make transactions. However, they can be a valuable resource in helping to protect your financial well-being. If we have concerns about fraud or financial exploitation, or if we’re unable to reach you, we can notify your trusted contact to help us ensure that everything is okay and encourage them to notify you.

Adding a trusted contact is a simple but meaningful step you can take for extra peace of mind — for yourself and for those who care about you.

For Churches and Organizations: The Importance of Keeping Your Authorized Contacts and Signers Up-to-Date

For church and organizational investors, there’s a similar way to keep your account information secure and current: Have you updated your Authorized Contacts and Signers lately? We know that treasurers and other financial leaders can change frequently, so it’s a good idea to make sure the right people are listed on your account.

To check or update your Trusted Contacts, Authorized Contacts, and Signers, or if you have any other questions about account security, please call our office at 888-UCC-FUND (888-822-3863)

Security Tips From Our Friends at the United Church of Christ Insurance Board

Five Ways to be Cyber-Secure at Work (PDF)

Cyber-Security & AI: What Every Church Should Know in Today’s Digital World (PDF)

Protecting Your Ministry from Cyber-Security Threats (Video Webinar)

Cyber Risks and Exposures: Is Your Ministry Next? (Video Webinar)

Insurance Board Cyber Security Webpage