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Platform & key features

Account & Settings

How to set-up your user account
Account impersonation
The impersonation feature allows you to log in and act on behalf of an investor. You can only impersonate people who have shared delegation rights wit...
Account delegation
Enable other people (family office, …) to track your investments and perform actions on your behalf. The Account Delegation feature enables you to aut...
Can I link my account to multiple email addresses?
If you have multiple email addresses and want to centralise communications to a main address, you can use the "alternate email" feature. If you have s...