Page Comparison

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1. Parent account
2. Child account
3. Currency account 

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Additional access for Parent accounts can be created:

1. Partner Accounts
2. Relationship Manager Accounts
3. Alias Accounts.

Partner Accounts are set up for Financial Advisory firms. 

Partner Admin accounts are set up for employees of the FA firm. A Partner Admin will have access to handle all data upload and maintenance of the accounts, or simply have access to view relevant clients' dashboards. Image Removed.

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Relationship Manager Accounts are set up for Financial Advisory Individuals that can be part of a Partners Financial Advisory firm.

These accounts are similar to a Partner Admin accounts. They allow the individual to upload documents and view a clients’ dashboard. The main differences between Partner admin Accounts and RM accounts is that PA accounts have access to all clients associated account where a RM account does not. Access will be granted to an account on a client request basis.

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Alias Accounts
An Alias account is essentially an extra login for a pre-existing Parent account. They share all the same access and permissions as the parent account user. Multiple Alias accounts can be set up to a parent account.

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Introduction to Accounts (video) 

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You are now ready to Create a New User Account.