{"topic":"trusted-contact","title":"trusted contact","url":"https://theexchange.tech/archive/trusted-contact","description":"Dispatches on trusted contact for AI agents in financial services.","questions":[],"count":1,"startHere":[],"articles":[{"title":"Schwab's Charley publishes the list of account changes it may make. Beneficiaries sit on the same list as watchlists.","url":"https://theexchange.tech/articles/schwabs-charley-publishes-the-list-of-account-changes-it-may-make-beneficiaries-sit-on-the-same-list-as-watchlists","json":"https://theexchange.tech/articles/schwabs-charley-publishes-the-list-of-account-changes-it-may-make-beneficiaries-sit-on-the-same-list-as-watchlists.json","excerpt":"Schwab's new client assistant comes with an enumerated set of actions it may complete, and that is the right shape for a rule. But the list is flat. Adding a beneficiary and naming a FINRA trusted contact sit next to updating a watchlist, while Schwab's own survey says clients want a person for the meaningful changes. State the tier, then follow it.","publishDate":"2026-10-02","author":"Dean Whitfield","topics":["rules-vs-discretion","schwab","charley","client-facing-agents","beneficiaries","trusted-contact","finra-4512","agent-permissions"]}]}