---
title: Adding a Contact to an Existing Account
description: This article explains the process for granting or revoking a user's access to an investment account.
---

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# Adding a Contact to an Existing Account

## This article explains the process for granting or revoking a user's access to an investment account.

Investment account contacts have the ability to make changes to the accounts they are associated with. To add a new contact to an account, follow the steps below.

**Note: To add a contact as described in this article, you need to create the contact first. To learn how to do this, click [here](https://support.verivest.com/knowledge/adding-a-new-contact?hsLang=en).**

To add a contact to an existing account, follow these steps:

1. Click on **Accounts** from your dashboard menu
2. Select the necessary account
3. Scroll down to **Contacts** of the **Account Overview** section
4. Click on **Settings**
5. Search for an existing user by name or email in the **Add contact to account** field
6. Determine the user's permission by selecting **Owner** or **Admin**

   ***"Owner": Allows the contact to make edits and investments with this account.***

   ***"User": Allows the contact to make edits on this account.***
7. Click on **Save**

### Removing A Contact

You can also remove a contact from an investment account which revokes their access to all investment account data.

To remove a contact from an account, follow these steps:

1. Click on Accounts from your dashboard menu
2. Select the necessary account
3. Scroll down to **Contacts** of the account overview section
4. Click on **Settings**
5. Click on the **X** to the right of the Contact that you need to remove
6. Click **Save**

- [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en#main-content)

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    - [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management)
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- [Investor Support](https://support.verivest.com/knowledge/investor-support?hsLang=en#main-content)

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