What is account delegation?
With Account Delegation, your support staff is able to compliantly save and share resources on behalf of their advisor. Your support staff can assist multiple advisors at a time using this feature.
How do I set up account delegation?
Your team members will need to be invited by their advisor in order to enable account delegation. Once invited, team members will receive an email asking them to claim their account. If you haven’t received an invite email from your advisor yet, please ask them to follow the steps here.
How do I use account delegation?
To access your advisor's account, navigate to your Account Settings and select Switch Account.
Once you select Switch account, you'll be able to view the accounts you can act on behalf of. When you are using another account, all the actions will appear as from the advisor's account.
How do I switch back to my account?
To revert back to your account scroll to the top of your browser window and click Revert to your account.