RelationshipClient workspace
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Private client workspace

Access & Team

Manage delegates for this relationship.

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0delegates with access
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0invitations awaiting acceptance
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Delegates

0 delegates

Invite delegate

Access will apply only to this relationship.

The invitation must be accepted using this email address.

Revoke delegate access

This delegate will lose access to this relationship. The access record will remain in the audit history.

Send a fresh invitation?

The existing invitation link for this delegate will stop working.

Invitation sent