If you would like to invite a team member, partner, or service provider to get access to your investments on bunch, you can give them access as a View or Manage Impersonator.
A View Impersonator can view the investments and related tasks, documents, and reporting data that they received access to. They do not get notifications for new tasks or can finish tasks on your behalf
A Manage Impersonator can view the investments and related tasks, documents, and reporting data that they received access to, and they additionally get notifications for new to-dos and finish tasks on your behalf.
Important: Digital signature tasks on bunch can only be completed by main users and are not available to impersonators. This is to ensure that only legal representatives or authorized signatories that went through a KYC check are signing legal documents.
You can easily add Impersonators to your investments via the My Account section. Find a short video below that shows you how to do so.
Should you have any further questions, please don’t hesitate to reach out to [email protected].