User permissions are typically configured during the account opening process; however, any changes to permissions can also be made at any point in the future by completing and submitting a change of user form. 


The submission of a new change of user form will automatically update all existing permissions, so it is crucial to include all current users and the necessary permissions.


At Moneybase we follow stringent protocols to uphold best-in-class compliance procedures, ensuring complete security for your finances and data.