How to manage third-party access in ATB FX

If your business has subsidiaries with foreign currency needs, you don’t need to juggle multiple ATB FX accounts. This video explains how to manage multiple legal entities with a single ATB FX login.

Helpful markers

  • 0:10 Third-party access defined
  • 0:33 Default profile after logging into ATB FX
  • 0:56 Switching to a different legal entity
  • 1:34 Some important third-party access rules
  • 1:39 Settlement in other accounts or other beneficiaries
  • 1:51 How to see and manage settlement instructions

Contact the team

The ATB Financial Markets team is here to make ATB FX work for you. Call 1-855-282-3939 or email financialmarkets@atb.com for any help you need.

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Our Client Care team will be happy to assist.

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