Seamless Account Management: How Liquidity Empowers Owners with Co-Owner & Authorised User Access

The Problem: The Burden of Manual Account Control: Managing an investment account should be seamless, but for many investors, it's anything but. Traditionally, account holders face several challenges:

Liquidity.io
March 11, 2025
  • Limited Access Control – Owners either have to manage everything themselves or share login credentials, risking security breaches.
  • Delayed Transactions – Missing trading opportunities due to manual approvals can impact portfolio performance.
  • Inefficient Fund Management – Deposits and withdrawals require the owner’s direct involvement, slowing down processes.
  • Cumbersome User Removal – Granting access is easy, but revoking it often requires lengthy verification steps.

Liquidity identified these roadblocks and introduced the Co-Owner & Authorised User feature to streamline trading, delegation, and account management.

The Solution: Smart Access Control for Efficient Trading & Fund Management

Liquidity’s Co-Owner & Authorised User feature allows account owners to grant controlled access to trusted individuals while maintaining full authority.

  • Co-Owner – Shares ownership of the account and can trade, deposit, and withdraw funds. Their removal requires additional verification.
  • Authorised User – Given specific permissions (trading or fund management) but does not own the account. Can be removed instantly by the admin.

With this feature, owners can:

Delegate trading and fund management without sharing credentials.
Set granular permissions based on user roles.
Modify access anytime, keeping control in their hands.
Remove Authorised Users instantly, while Co-Owners require approval.

How It Works: Use Cases in Action

1️⃣ Trading Access Without Fund Control

  • A high-net-worth investor wants their financial advisor to manage trading but restricts them from depositing or withdrawing funds.
  • The advisor gets Trading Permission: ON, Deposit & Withdrawal: OFF, ensuring trades happen without financial risks.

2️⃣ Fund Management Without Trading Authority

  • A business owner allows their finance team to handle deposits and withdrawals but prevents them from making trades.
  • Permissions are set accordingly, ensuring operational efficiency without market exposure.

3️⃣ Full Access for Trusted Partners

  • A family jointly manages an investment portfolio and wants equal access for all members.
  • They assign Co-Owner roles, enabling shared management while ensuring security in case a member needs to be removed.

Why It Matters: Faster, Safer, and More Efficient Investing

By eliminating manual bottlenecks and allowing controlled delegation, Liquidity ensures:

  • Faster decision-making: No delays in executing trades or managing funds.
  • Stronger security: No need to share login credentials, reducing fraud risks.
  • Greater flexibility: Modify permissions at any time without complex approval processes.

Liquidity’s Co-Owner & Authorised User feature redefines account management—giving investors the ability to delegate without losing control and trade without unnecessary roadblocks.

Get Started with Liquidity Today

👉To celebrate the launch of LQDTY, we’re offering $10 worth of LQDTY tokens to every new user who signs up on our platform.

📅 Book your FREE demo call now and discover how our platform can help you achieve your investment goals.

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