Adding and Managing Transfer Contacts in Trust Blocks
Trust Blocks lets you designate a trusted Transfer Contact who can request a transfer of your account and its contents after your passing.
7 mins Read
1. Access Your Account Settings
Click on the 'Settings' button and gear icon located at the bottom of your screen. It is the last button in the navigation bar. Once you click that, you will see a comprehensive screen of various account information that you can access and edit. Here you can update your personal details, change your security PIN, modify your subscription plan, manage notification preferences, and adjust privacy settings.
If you need to update your Transfer Contact information, you'll find that option here as well under 'Profile Settings'.
2. Click on ‘Profile Settings’
Once you click on 'Profile Settings', you will see various actions that you can take. This includes editing your profile picture, personal information, and Transfer Contacts.
Since you want to know how to add, edit, and manage Transfer Contacts, click on the tile that says 'Transfer Contacts'
3. See List Of Transfer Contacts
On this screen, you will see a list of Transfer Contact(s) that you may have added. If you want to add a Transfer Contact, click on the '+ Add Transfer Contact' blue button at the top left of the screen. If you want to edit an existing Transfer Contact, simply click on their name to see their editable details.
Remember to click 'Save Changes' once you are done managing and editing your Transfer Contacts to ensure your updates are properly stored. Your Transfer Contacts will receive an email notification when they are added or if their information is updated
4. Edit A Transfer Contact
You will see this screen once you click on a Transfer Contact. Here you can update their name, phone number, and email address by tapping on the edit icon that looks like a pencil.
Remember to click 'Save Changes' once you are done managing and editing your Transfer Contacts to ensure your updates are properly stored.
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