How To Add Representative?
Quick Steps Summary
- Log in to your account on the portal
- Navigate to the "Representatives" section
- Click "Add Representative" button
- Fill in the representative's personal information
- Provide their contact details (email and phone)
- Set their authorization level and permissions
- Submit the form for approval
- Wait for verification and activation
Important Information
- Representatives can act on your behalf for investment applications
- You can add multiple representatives with different authorization levels
- Representatives must have valid contact information
- You can modify or remove representatives at any time
- Representatives will receive notifications about application status
Related Links
Still Need Help?
If you encounter any issues while adding representatives, please contact our support team.