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Trusted Contact
Someone we can reach if we can’t contact you or notice unusual activity.
They’ll never have access to your account or your money.
Benefits
Extra protection
Helps us take action quickly if something looks unusual
Helps us take action quickly if something looks unusual
Stay connected
Gives us a way to reach you when you’re unavailable
Gives us a way to reach you when you’re unavailable
Peace of mind
Adds an extra layer of protection during unexpected situations
Adds an extra layer of protection during unexpected situations
1. Choose your person
A friend or family member you trust who knows you well
2. We only contact them if needed
For situations such as health check, traveling or suspected fraud
3. They don’t control your account
No access, no transactions, no decisions
A friend or family member you trust who knows you well
2. We only contact them if needed
For situations such as health check, traveling or suspected fraud
3. They don’t control your account
No access, no transactions, no decisions
Your account remains fully yours
- No access to balances or transactions
- No ability to move money
- No authority to act on your behalf
- Your trusted contact is for communication only, never control.
Your trusted contact gives us a way to support you if something unexpected happens.
We may reach out if:
We may reach out if:
- We can’t get in touch with you
- We notice unusual or potentially fraudulent activity
- You are traveling or difficult to reach
- There is an emergency such as a health issue or disruption
Choose someone who:
- Knows you well and understands your situation
- Can help us reach you if needed
- You trust in an urgent or unexpected situation
Adding a trusted contact is quick and simple.
Choose the option that works best for you.
Choose the option that works best for you.
Complete a secure online form
Use our secure form to add or update your trusted contact in just a few minutes.
Visit a branch
Stop by a branch and we can help you add a trusted contact in person.
Frequently Asked Questions
No. Your Trusted Contact cannot see or access your account.
They cannot view balances, transactions, or personal details. They also cannot make changes or move funds. This role is only for communication in limited situations, not account access.
They cannot view balances, transactions, or personal details. They also cannot make changes or move funds. This role is only for communication in limited situations, not account access.
Yes. You can update or remove your Trusted Contact at any time.
You can add, replace, or remove a Trusted Contact whenever you need. This can be done easily on monterra.org or call us to be directed to a representative to be assisted.
You can add, replace, or remove a Trusted Contact whenever you need. This can be done easily on monterra.org or call us to be directed to a representative to be assisted.
No. It is completely optional, but it is recommended.
Adding a Trusted Contact gives you an extra layer of protection. It helps us respond more quickly if something seems unusual or if we are unable to reach you.
Adding a Trusted Contact gives you an extra layer of protection. It helps us respond more quickly if something seems unusual or if we are unable to reach you.