BUYandHOLD
allows others to have View Only Access to your BUYandHOLD account.
This great new feature at BUYandHOLD allows you to invite people
to see the Balance and Holdings and Transaction History areas
of your account. People that you invite to view your account
can only observe the activity. They cannot buy, sell, or alter
your account in any way.
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Benefits
of View Only Access |
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It
is a terrific educational tool. View Only Access allows
you to begin to teach your teens about the stock market
and investing by showing them how to track stocks. Let
them experience the benefits of investing - no long lectures
from savvy BUYandHOLD parents! View Only Access can be
granted to minors over the age of 13 so that they can
follow the stocks in their Custodial Account, any of your
other accounts, or any account, to learn all about investing
and the BUYandHOLD philosophy. |
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View
Only Access is also very helpful during tax season. You
can grant your accountant View Only Access to your BUYandHOLD
account(s). With the ability to see all of the transactions
you have made, and the current status of your BUYandHOLD
account(s), it will be easier for them to properly prepare
your tax returns. |
How does
it work?
The process is easy.
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Simply
fill in the name and e-mail address of your teen or any
person(s) you wish to have View Only Access to your account.
BUYandHOLD will then send out an e-mail invitation to
them. |
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The
requested person(s) will have to become a registered user
of BUYandHOLD and create a username and password, if they
are not already, and then login to BUYandHOLD. |
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At
that point, they will have View Only Access to your account. |
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At
any point, you can add or withdraw the View Only Access
privileges of any person to your BUYandHOLD account. |
Manage
Access Privileges
As an account
holder, you can go to the View Your Account page and go to
the Manage Access Privileges screen. At this screen, you can
perform the following functions:
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Invite
New Participants |
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Send
View Only Access invitations View/Revoke Current Invitations |
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List
and make changes to the group of people with outstanding
invitations to view your acc ount Grant/Remove Access
to Current Account Participants |
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Control
the access privileges of existing invited participants
Remove Current Participants |
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Withdraw
the View Only Access privileges of any person on your
list of participants |
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