What can an authorized representative do?
There are three levels of an authorized representative.
Team Member Management
An access level granted by the control person that allows a team member to open, manage and view accounts under the entity’s authority, as well as the ability to add, remove and edit authorized representatives of the entity. The individual must also have the authority to act on behalf of the entity.
Signatory
An access level that allows a team member to open, manage and view accounts under the entity’s authority. Each team member with signatory access level must have the authority to act on behalf of the entity.
Read-Only
An access level that allows a team member to view accounts and run transaction history reports under the entity’s authority. Read-only access level does not include access to account-level detailed information.
