How do I add a managed account?

This feature is exclusive to PLATINUM accounts. If you are a BASIC or PREMIUM user and wish to take advantage of this feature, please upgrade.

Before you can add a managed account, make sure you have correctly activated the functionality in your account.

1. To add a new managed account, go to your Settings page.

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2. Then go to your Managed Accounts page and click the blue "NEW MANAGED ACCOUNT" button.

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3. Fill in the form to obtain the association link to send to the account holder you wish to manage.

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4. Simply copy the generated association link and forward it to the account holder you wish to manage.

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Note that you can, if you wish, forward the association link directly to your contact. To do so, simply enter your contact's e-mail address in the form and tick the "Send the association link to the contact's email" box.

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