In order to set up a compliance manager(s) on your team, you must be a team administrator.

  1. To begin, simply click the gear icon on Finmo and select "team members".

  2. Select the team member you want to assign the role of "compliance manager" and click on "Edit"

    3. Scroll down and click on "yes" under the question "Are they a compliance manager? and then "Save Changes".

If they are a new team member, you can choose "invite additional team members" and invite them to join your team

NOTE: Should you want to add more than one compliance manager, simply repeat the steps above.

If you have questions, please click on the chat button or email us at support@finmo.ca

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