Description: This article is about barclaycard login, which provides information on how to set up user access on your Barclays Stockbroker account. Start investing with an account designed to suit your needs. It’s quick and easy to get started.
Welcome to how 2 from Barclays stockbrokers. Today I will show you how to set up user access on your account. Once you have logged into your account, navigate to the bottom of the page, from the menu that runs along the bottom, select forms.
Navigate to the section marked other forms, not the section marked application for user access, now click on download, we have completed an example form for you, on your forum you will need to provide details of the account numbers, you are granting access to your personal details and the personal details of the nominated user.
If the person you have nominated for user access is an existing Barclays stockbrokers client, then they need to select the tick box provided, if the nominated user has no previous relationship with Barclays stockbrokers, we will generate a new user ID and ask them to call us on zero eight four five six zero seven double seven double eight to set up a password.
However if they are already an existing stockbrokers client, we can simply use an existing ID and password, now you need to decide what form of access you are granting, there are two options.
Number one is read-only, this is where they can view the selected accounts online and receive information regarding these accounts by telephone.
Number two is operational access, this allows a user to buy or sale investments, give corporate action responses and give instructions concerning the cash management of the account, you should be aware that you will be bound by the instruction given by the user you have nominated on the account.
Finally you and the nominated user need to sign the relevant parts of the form, if this is a joint account, we require both account holder signatures in the relevant fields, once this is complete, we need you to return this to us at the following address, Barclays stockbrokers limited, account maintenance department, tea house, 300 bath Street, Glasgow G – 4l.
There are two additional copies of the form that need to be retained by you, the account holder and the nominated user. Please make sure that you do not disclose your password details to the nominated user for your account.
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