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POA - Powers of Attorney

POA - Powers of Attorney

Different types of Powers of Attorney

In Bricknode Broker there are four different types of powers of attorney. 

  • View

  • Trade

  • Full

  • Inactive

Set POA for a customer account for an Advisor to manage

From Admin

  • Go to the top section and choose User Management.

  • Select the customer and go to the tab Account Overview. 

  • Choose the account which the POA is to be created for. 

  • Use the action menu, to select the POA option.

 

  • An Add POA pop-up ticket appears on the screen.

  • Click the Choose button.

 

  • A Choose pop-up ticket appears on the screen.

  • Choose the advisor that will manage the account.

 

  • The Add POA pop-up ticket appears on the screen again.

  • Choose the right type of POA in the field POA type.

  • You can also select to set the partner as a reseller for the account and the customer.

 

  • To see the power of attorney for the customer, go to the tab POA.

  • The POA, Issued Powers of Attorney, shows that it is the customer that has issued the power of attorney. 

  • To see the Power of Attorney for the Advisor go to the top section and choose User Management.

  • Choose Partner and navigate to the tab POA.

  • The POA, Received Powers of Attorney, describes that it is the advisor that has received the power of attorney.

 

From Advisor/Partner

  • A back-office user with admin rights has created a POA for Advisor1 covering Account1 for Customer1.

  • The Advisor logs in with its credentials and receives the POA rights that the back office user has created for the customer account.

  • The advisor is presented with a Dashboard overview where new accounts are shown.

 

  • The permission levels differs for what an Advisor can see compared to a user of the back office interface.

  • The advisor user called Advisor1 has "Full" POA permission as shown in the image below.

  • The advisor is able to perform actions shown in the action menu.

 

Advisor/Partner levels

POA type - Full

Customer

  • View Customer Overview

  • Create new customer

  • Customer details

  • Files uploaded for the customer

  • List users 

  • Filter on specific parameters, as for example name, customer no, email address and personal number.

Account

  • Create account application

  • List accounts

  • View customer overview, analysis, orders and transactions

  • Account details, positions, reservations, transactions and notes

Order

  • List its own orders

  • Orders

  • Subscription orders

  • Recurring orders (automatic payment)

Actions

  • Automatic Payment

  • Currency Exchange

  • Trade

  • Subscribe (Trades)

  • POA (Advisor 1 in this example can choose to give the coworker other POA permissions)

  • Account Statement

  • Edit

  • Remove

Add-on enabled (only in use if activated)

  • Buy Mutual Fund (MFEX)
    Only possible to use if the Add-on is activated. 

 

POA type - View

  • Advisor2 has POA permission View, shown in the image below. 

  • The Advisor is able to perform actions shown in the action menu.

Customer

  • View Customer Overview

  • Create new customer

  • Customer details

  • Files uploaded for the customer

  • List users 

  • Filter on specific parameters, as for example name, customer no, email address and personal number.

Account

  • List accounts

  • View customer overview, analysis, orders and transactions

  • Account details, positions, reservations, transactions and notes

Order

  • List its own orders

Actions

  • Account Statement

 

POA type - Trade

  • Advisor3 has POA permission Trade, shown in the image below. 

The Advisor is able to perform actions shown in the action menu.

Customer

  • View  Customer Overview

  • Create new customer

  • Customer details

  • Files uploaded for the customer

  • List users 

  • Filter on specific parameters, as for example name, customer no, email address and personal number.

Account

  • List accounts

  • View customer overview, analysis, orders and transactions

  • Account details, positions, reservations, transactions and notes

Order

  • List its own orders

  • Orders

  • Subscription orders

  • Recurring orders (automatic payment)

Actions

  • Trade

  • Subscribe (Trades)

  • Account Statement

Add-on enabled (only in use if activated)

  • Buy Mutual Fund (MFEX)
    Only possible to use if the Add-on is activated. 

POA type - Inactive

A POA is able to be inactivated if the permission is changed for a customer or an advisor.

 

  • To inactivate a POA permission choose the user which is associated with the POA.

  • Go to the top section and choose User Management.

  • Select the customer and go to the tab Power of attorney. 

  • Use the action menu and choose Edit.

  • In the drop down menu choose Inactivate.

  • Press the Confirm button.

  • The POA permission is de-activated.

 

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