When RIAs sign up for Flourish Crypto, they can decide whether or not they would like to take discretion on client accounts. If the firm takes discretion, the RIA can further decide whether it wants to grant trading and transfer authority to all advisors—or whether it wants to keep trading and transfer authority off by default and turn it on for select Advisors/Executives. If the firm does not take discretion, please note that Executives will not have trading and transfer authority by default and must turn it on—even for their own profile.
Here’s how Executives can turn on trading and transfer authority for Advisors and Executives:
- Click on the “Advisors” page
- Click "Manage" underneath the name of the relevant advisor
- Scroll down to the "Permissions" section
- Turn on/off the toggle switch next to the Trade Permission