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- Parent account
- Child account
- Currency accountÂ
Additional Access
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Relationship Manager Accounts are set up for Financial Advisory Individuals that can be part of a Partners Financial Advisory firm.
Access can be granted at an individual child account level. For example:
| Client (Parent Acc) | Custodian (Child Acc) | Relationship Manager Access |
|---|---|---|
| Falcon | Falcon-cssg-01 | Yes |
| Falcon | Falcon-cssg-02 | Yes |
| Falcon | Falcon-barcgb22-03 | Yes |
| Falcon | Private Custodian | No |
| Falcon | Real Estate | No |
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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