Do any of you have non-tech savvy parents/non-English speaking parents who rely on you for their account management? If so, do you know if there is a concern on our end for having the first line of contact from the bank/financial institution be our phone number/email? I always note that the account is my mom’s/dad’s and have them with me when speaking with the financial institution FWIW.

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It's not really a concern. I just have them let me know if they're expecting any calls so I can be prepared. I don't really include my parents on the call unless it's mandatory because they won't understand what they're saying anyway.

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Usually mandatory. They ask if my parent is on the phone, and I’m terrible at lying.

It is common to do that. I have seen this in many immigrant families, and I haven't seen any problem yet.

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I also did that for my parents. Not a concern at all. We haven't encountered any problems yet.

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It’s fine

Yes! My parents are almost 70 now. They refuse to learn about modern technology and I have to assist them all the way.

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