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Do Approved Users Have The Same Permissions As The Account Owner? 

209 views 30/09/2026 4

Access for the approved user – such as a Paraplanner or Support Staff – will depend on how the account is configured and managed.

Account Owners remain responsible for any activity conducted under their account, including the activity of any approved users linked to their main account.

 

 

 

 

Tags:access permissionsaccount accessaccount configurationaccount holder responsibilityaccount managementaccount owneraccount permissionsaccount responsibilityaccount securityapproved userapproved usersauthorised usergranted accesslinked accountlinked usermanage user accessparaplanner accessreview user accessshared account accesssupport staff accessuser accessuser managementuser permissionsuser roles

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© iPipeline 2023. The information contained in this website is targeted at UK financial advisers and their agents. iPipeline is a brand name of iPipeline Limited. iPipeline Limited, registered office: 2nd Floor The Quadrangle, Imperial Square, Cheltenham, Gloucestershire GL50 1PZ . Registered in England and Wales, number 03033012.