Enquiry authority allows a third party to have access to information about your client’s account, including their account data.
Your client can appoint a third party on their Wrap Cash Account or Wrap Invest Cash Account via a Third Party Authority (TPA) form.
A third party appointed with enquiry authority can view your client’s account details (BSB, account number, and account name), account balance and transaction history.
Enquiry authority doesn’t allow third parties to authorise payments from the account, changes to the account details or close the account.
For more information about Third Party Authority forms, see the Help Centre article on Third party authority to access.