We understand that members have busy lives. That’s why SAFE continuously makes our processes easier for members to connect to the right experts on schedules that work for them.
SAFE is simplifying how members open or make changes to their fiduciary accounts through one easy scheduled phone call.
Starting April 28, members with fiduciary accounts can schedule a time on safecu.org to talk directly with a SAFE expert who can help them with opening new accounts or making changes to existing accounts.
Each type of fiduciary account has its own rules and required documents. To respect your time and ensure a smooth appointment, please have on hand:
- Account details
- Fiduciary documentation to establish proper authority, if applicable.
We look forward to helping members service these important accounts through this new, streamlined process.
Frequently Asked Questions
What is a fiduciary account?
Fiduciary accounts are accounts in which an individual or entity oversees funds for another party. They are typically used when someone has a legal duty to manage another person’s finances or when money must be safeguarded and used only for a designated purpose.
- Blocked Accounts (Court-Ordered)
- Conservatorship Accounts
- CUTMA (California Uniform Transfers to Minors Act) Accounts
- Estate Accounts
- Guardianship Accounts
- Representative Payee Accounts
When will the centralization go into effect?
The centralization of member fiduciary accounts is set for Tuesday, April 28, 2026.
Who will be able to assist me with any questions about fiduciary centralization?
We have a reliable and dependable Deposit Servicing Team made up of experts in opening and servicing fiduciary accounts who are ready to further assist you over the phone with your questions and account services.
Why do I need to speak to a Fiduciary Account Specialist for my request?
Due to the complexity of fiduciary accounts, we have a dedicated team of specialists to answer all your questions and assist with all your account needs.
How do I make an appointment?
Starting April 28, 2026, members can make a fiduciary account appointment on safecu.org or the SAFE Mobile App through the Schedule an Appointment link, by calling (800) SEE-SAFE, or by visiting a SAFE branch.
Are all fiduciary account appointments over the phone?
Yes, one of our specialists will reach out to you by phone to ensure all your fiduciary account needs are met. Our Branch and Contact Center representatives can assist you with many of your everyday needs, such as deposits, withdrawals, debit cards, and more.
Contact us at safecu.org, call us at (800) SEE-SAFE, or visit your nearest SAFE location today.
How long will my appointment take?
Fiduciary account appointment times vary depending on the request. Generally, appointments take 30 minutes to an hour.
Is this the industry standard to service fiduciary accounts over-the-phone?
Standards for servicing fiduciary accounts will vary depending on the financial institution. To provide you with expert assistance, we centralized these important activities to a team of experts. At SAFE, our specialists provide personalized support throughout the process to ensure every fiduciary account is handled with precision and care.
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