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Documentation Index

Fetch the complete documentation index at: https://docs.waycore.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Pictet allows you to grant access to your accounts by creating a delegated user. This is done through Pictet Connect, where you can securely provide account access to additional users. Because Pictet primarily serves wealth management and asset services, self-service user management may be restricted, and you may need to contact your relationship manager.

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Bank terminology

ConceptPictet term
Delegated userunknown
Adminunknown

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Setup steps

1. Contact your relationship manager

Due to the nature of Pictet’s wealth management services, self-service user creation may not be available in Pictet Connect.Contact your Pictet relationship manager to request the addition of a new user.
Enter the required details as prompted by the interface or requested by your relationship manager.

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Important notes

Pictet Connect primarily serves wealth management and asset services. Specific business banking self-service user management features may require contacting your relationship manager to set up sub-users.
If no account access is assigned, the user will see no data.
Use one user per account if separate connections are required.