Introduction to Accounts Video

Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account) 

Basic Account Structure:

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Any individual account consists of 3 primary building blocks:

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

Additional Access Accounts

Additional access for Parent accounts can be created:

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

Partner Account

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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.

Create User Account