If you have an accountant account, you can receive access rights to your clients’ accounts and manage them from the “Client Accounts and Mandates” section.
To accept or reject a mandate, follow these steps:
- Click on your name.
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Then click on Client Accounts and Mandates.
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Here, you will find the list of client accounts and mandates.
To accept or reject a mandate:
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In the pending mandate, click on the three dots.
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Click “Accept mandate” to accept your client’s invitation
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To reject it, click “Reject.”To modify a mandate:
To modify a mandate:
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Click on the mandate you want to edit.
- From the selector, you can add or remove account access rights.
- Click “Save changes” to confirm.
If you would like to learn how your client can send you an invitation to access their account, please refer to the article How do I send my trustee an invitation to access my account?