Can someone manage my account with power of attorney?

October 27, 2026

[CONFIRM: whether CREB accepts powers of attorney, and the review process]

If you want a trusted person to manage your account, for example as you get older or if you become unable to, they can act for you under a valid power of attorney (POA).

How to set it up

  1. Contact Investor Relations at 561-600-0707.
  2. Submit a copy of the signed POA document.
  3. Your agent completes identity verification.

A durable POA stays in effect if you become incapacitated. An estate planning attorney can help you choose the right type.