...
- Parent account
- Child account
- Currency accountÂ
Additional Access
...
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.
Relationship Manager Account
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.
...