Assigning a Proxy

In the unfortunate event of your incapacitation or passing, a proxy will be able to take over and administer your account. A Verifying Party is also required to verify your incapacity or passing. To assign a proxy:

  1. Tap on the gear icon in the top right-hand corner.
  2. Tap on “Proxy”.
  3. Select “Yes” when prompted.
  4. Select your proxy from the list provided.
  5. Select “Yes” when prompted.
  6. Select a verifying party from the list provided.
  7. Select “Yes” when prompted.