Can I give someone else access to my Totality account?
Granting Account Access Through Authorisation
You can grant access to your account by authorising another person. Once granted, they will receive a separate login ID to access your account.
What is a Letter of Authorisation (LoA)?
A Letter of Authorisation (LoA) allows an account holder to grant a designated person access to their account, enabling them to perform certain actions such as trading.
Who Can Receive an LoA?
An LoA may be granted to:
- Spouse
- Parents
- Siblings
- Adult Children (must have reached legal adulthood)
- Financial Adviser or Accountant
Please note that this process is intended for individual access only—it does not authorise a company or organisation to access your account.
How to Apply for an LoA
- Please contact our client services team to start this process.
Send us an email:
enquiries@totality.com.au
Give us a call:
+61 2 8267 9000
Take total control of your portfolio, today.
