The main account holder has the option to add Authorized Users. In the process of adding authorized users, the main account holder can hide sections from the users. The main account holder can hide the assets, personal policies, business policies, and trusted advisors.
If the main account holder of a PoliVault account passes away, authorized users may request full access to the vault by following these steps:
Important: This process is in place to ensure the security and privacy of the account holder’s information. PoliVault cannot grant full access without proper legal documentation.
Please reach us at support@polivault.com if you cannot find an answer to your question.
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