Open Account Choices from the Account menu and choose Request Change on the account's Representatives panel. Your sponsor checks proof before any access changes.
Request a representative
- Open Account Choices.
- Find the Representatives panel for the account and choose Request Change.
- Choose Grant or update authority.
- Enter the Representative Name and Representative Email.
- Under Requested Authority, choose what they can do. View account records is always included. You can add Make Investment Requests, Sign Documents, Manage Banking, Access Tax Documents, and Manage Account Profile and Request Representatives.
- Optionally set an Authority End Date (Optional).
- Upload signed proof that this person can act for you (PDF, JPEG, or PNG, up to 10 MB), and enter a Reason.
- Confirm the request and choose Submit Request.
Sending a request does not give access by itself. Your sponsor reviews the proof. The person also needs a verified investor login before your sponsor can approve.
Remove a representative
Choose Request Change, then Remove authority, and submit. This removes all of their authority for the account once your sponsor approves.
Cancel a pending request
Choose Cancel Request next to a pending request. Any existing authority stays the same.
You only see Request Change if you have permission to manage the account's profile.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo