Multi-user accounts

Provide trusted parties with tiered access to your Independent Reserve account.

Happy Independent Reserve users

What are Multi-user accounts?

Multi-user accounts is a feature on Independent Reserve that allows you to grant trusted parties access to your account. If you are the original account owner, you can add a secondary user to your account to allow them access to perform various tasks, depending on the role that you assign to them.

Trusted parties to whom you grant access could include your accountant, finance team, financial advisers, employees or family members.

Five levels of access

There are five different roles to choose from when giving someone access to your account:

Viewer

A Viewer can view account details but cannot trade, withdraw, or make any changes to the account.

Trader

A Trader has the same access as a Viewer and can also place buy and sell orders.

Trader with restricted withdrawals

This user has the same access as a Trader, and can also withdraw crypto and fiat to addresses that have been withdrawn to before.

Trader with withdrawals

This user has the same access as a Trader with restricted withdrawals, and can also add new bank accounts or crypto addresses to the address book, and request withdrawals to new destinations.

Administrator

This user has the same access as the original account owner but cannot use leveraged trading, or manage PayPal or credit card deposits.

How to add a new secondary user

Secondary users will need to be fully verified via our KYC process in the same way as the main account.

  • 1. Log in

    Log in using your desktop browser, click Settings, then Manage users.

  • 2. Add new secondary user

    Click + Add new secondary user, carefully read and accept the Multi-user Risk Disclosure and Account Authority Declaration.

  • 3. Appoint role

    Select a role for the new user and enter their email address.

Trusted by global partners

  • KPMG
  • Bloomberg
  • Iress
  • Fireblocks
  • BGL
  • PayPal

Frequently asked questions

How many secondary users can I create?
Can I see what my secondary users have done on the account?
How do I add, deactivate, or manage secondary users?
What information is required to add a secondary user?
Can I change the role of a user?
Can the main account approve withdrawal requests made by a secondary user?
Can a secondary user lock me out of my account?
Can a secondary user make deposits/withdrawals from their account/wallet?