Can I authorise my accountant to only view my accounts and not transact?
Yes! The Primary User should carry out the following steps specifying your Delegate’s transaction limits as ‘zero’ assigning him/her to ‘Input and Enquiry only’ Signature Group assigning only Account Inquiry and Activity Log Services to him/her The above can be done by using the option ‘Existing Users’ under ‘Access & Security’. By doing this you can prevent the concerned Delegate from carrying out any transactions on your account at the same time enabling him or her to access information about the account.
