View-Only Accounts

For Financial Professional Use Only

Give investment managers and client service professionals the access they need—without shared logins or security risks. With View-Only Accounts, members of your firm can now securely access client portfolios - providing full visibility into client portfolios while ensuring only designated users can take action. 

How It Works

With View-Only Accounts, designated users can see everything within a primary account, including portfolio holdings, transactions, and performance. However, they cannot execute trades or withdrawals, modify client preferences, or modify/apply approved buy lists.

Why setting up view-only accounts can benefit different members of your firm:

• Track portfolio changes and insight into client activity to ensure alignment with strategy without needing trading permissions

• Quickly respond to client questions with up-to-date account information, improving service without compromising security

• Maintain a clear separation of duties while reducing the risk of unauthorized account actions

By easily providing view access to multiple team members while keeping trading permissions restricted, view-only accounts provide the flexibility and control your team needs.

To learn more, please reach out by emailing sales@pavefinance.com or pressing the button below. We look forward to speaking with you.

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Risk Disclosure & Disclaimer

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For Financial Professional Use Only

1.  Testimonial provided by Dre Griggs in August of 2023. Dre is not a current client of Pave Finance, Inc. (“Pave”) or any of Pave’s affiliated entities. Dre is an Independent investment adviser with $300 million in AUM.  No compensation was provided in exchange for this testimonial.

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