Can I give someone else access to my account?

You can grant the power of attorney (PoA) of your account to someone else by giving them access.

What is PoA and what can be done with this access?

A power of attorney (PoA) is the authorization given by the account holder to a person allowing them to get access to the account, and perform actions such as placing trades, instructing cash withdrawals, etc.

Who can be granted a power of attorney (PoA)?

You can grant PoA to one of the following:

First-line family members, such as spouse, parent, siblings, and children. We will request documentation to verify the relationship.
Family in a direct upward and downward moving line, i.e. between grandparents and grandchildren.
Only VIP clients can issue a PoA to a non-family member. This is only possible if the purpose and role of attorney is known and they dont have an account under an Introducing Broker (IB) or a Money Manager (MM) in addition to their direct account.
A licensed financial entity, meaning a legal entity that possesses a financial license.
Persons with disabilities*, through their legal guardian, can issue a PoA to a non-family member. This is only possible if the purpose and role of attorney is known and they dont have an account under an Introducing Broker (IB) or a Money Manager (MM) in addition to their direct account.

*Persons with a long-term physical, mental, intellectual or sensory impairment which, in interaction with various barriers, may inhibit them from fully and effectively participating in society on an equal basis with others.

Note

Only one PoA can be issued per account.
A client and his/her attorney must provide a different email address/phone number even if sharing the same residential address.

What valid documentation of a relationship do you need to provide?

You will need to provide valid documentation as proof of your relationship with your PoA holder:

Between parents and children: A birth certificate or other official document that shows the first line family relationship.
Between spouses: A marriage certificate or other official documents recognizing the marriage.
Between grandchildren and grandparents: The grandchildren must document their first upward line relationship with their parents in the form of a birth certificate or other official documents. The grandparents must document their first downward line relationship with their children in the same way, via a birth certificate or other official documents.
Between siblings: A birth certificate or other official document that shows the first line family relationship.
For VIP clients and clients with disabilities who issue a PoA to a non-family member, the relationship between the account holder and the attorney and the purpose of the PoA must be clear.

How can you request a PoA?

Submit your request to grant a PoA by navigating to the main menu > Request account services > Request Power of Attorney

What does the attorney need to provide?

The attorney must provide:

A valid proof of identity with signature.
An email address other than the account holder's email address.
A valid proof of residence, if the PoA holder is employed by you.