How do you accept or refuse a mandate?

Menu de gauche > Mon utilisateur > Gestion des mandataires

If you have a fiduciary account, you can receive access rights to your clients' accounts and manage them from the "My Mandates" section.

To accept an invitation to access a client’s account, follow these steps:

1. Click on your name.

2. Then, click on "Mandate Management."

3. In this section, you can view accepted, rejected, and pending mandates under "My Mandates."
4. For a pending mandate, click on the three dots.
5. Click on "Accept Mandate" to accept your client’s invitation.

1. You can view the mandate details by clicking on "Details" in the menu.
2. If needed, you can cancel the acceptance of the mandate at any time