Keep in mind that even during the current national health emergency, you’ll have to follow all of the required steps to have access to another person’s account. If you are a financial caregiver, either in a traditional formal role of managing someone else’s money or on an informal basis, speak with the person you’re helping and their financial institution to determine what you can and cannot do. Please note that during this pandemic crisis, many bank and credit union call centers are experiencing high call volumes and may be delayed in responding to inquiries. They will also help you figure out what you can and cannot do online or through their app. The financial institution staff will help you set up your account and answer questions. Customer service associates are available by phone, online chat, or video in some cases. If you run into any issues, ask for help! If you need specific guidance, contact your bank or credit union directly. Check with your bank or credit union to learn more about additional protections they may offer. Your financial institution may offer additional services to help you keep your account safe, including turning off your debit card if you suspect fraud.
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