Users
Instructions
The Users page lets you:
- View information about existing users
- Add users to an account
- Modify Portal access rights for existing users
- Add usernames to the primary account holder
- Delete users from an account
- Clone User
- Add a Security Officer
Who can access the Users & Access Rights screen?
All users and Security Officers can access this functionality.
Individual Account User Rules
The following rules and limitations apply to Individual accounts:
- Up to two usernames may be created for the same person.
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Up to 5 persons may be added with a Power of Attorney, which will be provided when adding users to an individual account.
Please note, Power of Attorney will be prompted in your Pending Items after adding the user and completing verification.
- Individual Advisors may not add any persons other than themselves (they can have two usernames for themselves).
- Joint Accounts may add two usernames for each account holder.
- Trust accounts may add up to two usernames for each trustee.