If you are trying to give a 3rd party access to a clients account, like a spouse or friend. The first step on NFS is to submit an LOI with the clients signature on it stating the persons name, social, which accounts to grant access too, and what rights you want them to have when accessing the account. Then second step is scan this document into Laserfiche. Once this is scanned, we will review and approve the document and then generate a new USERID and send it to you via Service ticket or however you would like to receive the information (if instructed on a sticky note pasted to the document).
One IMPORTANT thing to remember: We cannot Entitle a 3rd party to Trade on a clients account on NFS or Fidelity. EVER.
for any further questions, give us an email to support@spireip.com
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