(*) Only available for Family offices


As a VaultHolder, you can upgrade the permission of one of your Trusted Advisor to get a Manager Access. They will have greater permissions to act on behalf of the VaultHolder.


1. Log in to your account.

2. Go to “Contact” area.

a. Adding a new Contact as Trusted Advisor with a Manager Access.
Click on “+Add New Contact”.
Add the name, email address and click “Save”.
Select the name from the list and click on the checkbox “Trusted Advisor”.
Select the checkbox “Manager Access”.
Click “Save”.
Send the invitation email by clicking “Yes”.

b. Editing the Permission of a current Trusted Advisor.
Select the name from the list and click on the checkbox “Trusted Advisor”.
Select the checkbox “Manager Access”.
Click “Save”.
Send the invitation email by clicking “Yes”.