Wealth Passport's Administration section contains the Account Permissions feature which will allow you to grant account access to other authorized users.

Accessing Account Permissions

To access the Account Permissions sub tab, follow these steps.

1. Hover over the Account Utilities tab on the main navigation bar.

2. Click the Administration link in the drop-down menu.

3. Select Account Permissions.

4. The Account Permissions window will open.

Account Permissions

You will be able to change the Account Permissions by selecting the Account, ID, or by using the search form.  Upon selecting your Account, you will be able to move ID's between the Available IDs list and the IDs with Access List.

Access the Account Permissions page within the Administration section of the Account Utilities tab.

1. Select Account:
   
   a.  Select Account
   b.  Select ID

2. Use Search Form

3. The Available IDs list and IDs with Access will appear and be populated according to the Account selected
   
   a.  Use the Move buttons to move IDs between the two lists
   

4. Click Save to save the new Account Permissions