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:
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First-line family members, such as spouse, parent, siblings, and children. We may request documentation to verify the relationship.
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A licensed financial entity, meaning a legal entity that possesses a financial licence.
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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