Goals
- Allow for creation of Client Portal Users with limited access to financial data and features
Use Cases
- As an Advisor, I would like to give my client’s children limited access to the Client Portal so that they can see their accounts but not those of their parents.
- As an Investor working with a third party service provider (like an Accountant or Lawyer), I would like a way to provide limited access to just a subset of my accounts so that they can get information they need without asking me to provide them.
Capabilities
- Create Client Portal Users with access to just a subset of accounts
- Create Client Portal Users with View Only access