syndelo.
Sign InTry The DemoGet Started

How Do I Approve a Representative Request?

For SponsorsBy Syndelo

How sponsors review requests to give someone authority over an investing account.

Investors can ask for someone else, such as an advisor or family member, to act on their account. A sponsor team member checks the proof and approves or rejects the request.

Find requests

  • All requests: go to Settings, choose Team, and scroll to Representative Requests.
  • One account: open the investor's profile and scroll to Representatives for that account.

You also get a notification when a new request needs review.

Review a request

  1. Click Review on a pending request.
  2. Read the representative's name and email, the account, the requested authority, and the reason.
  3. Click Open supporting proof to check the signed evidence.
  4. Under Decision, choose Approve Verified Authority or Reject Request.
  5. Enter a Review Reason.
  6. Enter your Current Password and your two-factor code.
  7. Save.

Authority options

View Account Records is always included. Other options are Make Investment Requests, Sign Documents, Manage Banking, Access Tax Documents, and Manage Account Profile and Request Representatives. A request can also ask to remove someone's access.

Why can't I approve?

Warnings at the top explain what is blocking approval:

  • The request expired. Requests expire after 7 days. The investor must submit a new one.
  • The account's authority changed since the request. A new request is needed.
  • The representative has no verified investor login. Invite them and have them finish registration first.
  • For a removal, the person has no current authority to remove.

Good to know

  • You need permission to manage the team, and two-factor authentication turned on.
  • You cannot review a request you submitted, or one that names you.
  • Only the person who submitted a request can Cancel Request. Cancelling leaves existing authority unchanged.
  • Decided requests show Details instead of Review.
  • Investor side: How Do I Add Someone Who Can Act for My Account?

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

More in Investors & CRM

How Do I Add an Investor?How Do I Get Prospects From My Website Into the Fundraising Pipeline?How Do I Update Many Investors at Once?How Do I Change an Investor's Email Address?How Do I Connect My Mailbox and Log Emails?How Do I Use Teams to Group Investors?