How do I send my trustee an invitation to access my account?

Left Navigation Bar > Username > Manage Mandates

You can invite your fiduciary to manage your account by following these steps.

Please note: Only Sequence partner fiduciaries can be selected.

Click on your name.
Then, click on "Mandate Management."
Click on "Add a Mandate" to send an invitation to your fiduciary.
Select your fiduciary from the list to grant them access to your account. If your fiduciary is not listed, contact Sequence to add them as a partner.
Select the mandate duration.
For a limited duration, select the expiration date of the mandate.
Click "Add Mandate" to send an email invitation to your fiduciary.
The mandate will remain pending until the fiduciary accepts it.

Once the fiduciary accepts the mandate, it will be marked as accepted, and the fiduciary will gain access to your Sequence account for management.