This needs to be specified by the account holder. They will decide what you can do on their accounts, and which accounts their attorneys would have access to.
As an attorney, you can never run up an overdraft or get the account holder into any debt. Here's what you can do:
Savings and current accounts
The account holder can specify what you can do on their savings or current accounts, and which accounts you have access to. They can agree that you can write cheques and withdraw cash, use a debit card and make payments and transfers. You can also close accounts for which you've been given permission.
Only one card is available on an account. However, if your account comes with a chequebook, you can order more than one chequebook for your attorneys.
Just so you know, the account holder's chequebook is not cancelled automatically, so you'll need to let us know if you want to do this.
Current account statements can be sent to more than one address/attorney. However, savings account statements are sent only to the one address - the address chosen for future mailing.
Credit cards
You can make payments to the account holders credit card and help to manage it on their behalf but you can’t use their credit card to buy anything.
Mortgages
You can make payments to their mortgage and help to manage it on their behalf, but you can’t borrow more money.
Remember, as an attorney, whenever you come into the branch, you must bring proof of your ID.