Account access: what to do

You are locked out of the account or cannot verify your identity.

Have this ready

account number
ID
billing address
last payment

Steps for any company

Use the official recovery flow. Never give a password to a person who contacts you first.
Ask for a written list of what the company needs to verify you.

A company playbook below replaces these generic steps with the company’s own forms, phone numbers and deadlines.

Company playbooks (4)

Banks and credit card issuers

Regions BankCall Online Banking Support for sign-in problems.

Brokerages and crypto platforms

CoinbaseRecover access only through coinbase.com or the app; expect sends to stay disabled for a security period.
Fidelity InvestmentsIf the account is blocked or may be compromised, call the fraud line.
RobinhoodRecover access only through the app or robinhood.com; never give a code or password to a caller.

Let your AI agent handle this

Escalate Anything is a free, open-source MCP server for Claude, Cursor, VS Code, Gemini CLI, Codex and other AI apps. Your agent gets this playbook, keeps a case log with reference numbers and follow-up dates, and drafts each message for you to approve.

1. Set it up (needs uv):

uvx escalate-anything setup

2. Ask your agent:

I am locked out of my [company] account. Use Escalate Anything to get back in.

Source code, other install options and the Claude Code plugin