What is the Account Delegation feature?
The Account Delegation feature enables you to authorize others (Family office, financial advisor, …) to support you in managing your investments on the Roundtable platform.
What levels of Permissions can be granted?
Email communications (cc)
The delegate will be added in carbon copy (cc) of all emails sent to you by Roundtable (deal invitations, deal status updates, …).
They will not have access to your account or the ability to perform any actions on your behalf.
Impersonation
The delegate can impersonate you (sign in through your acount) and act on your behalf.
This includes performing any action available to you, such as making investments, updating bank details, or completing KYC requirements.
You can add either one permission only, or the two.
How Do I Add a Delegate?
This feature is currently in beta-test, please contact us via the chat or at [email protected] to unlock this feature for your account.
Can I Remove a Delegate?
Yes, you can remove a delegate at any time:
Go to the Delegation Settings in your account.
Select the delegate and click the “Remove” call-to-action.
Related article: Account impersonation