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.

Open

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

• Click the Choose button.

Open

• 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.