Currently, a UBO can only be added to an account during registration, when the account is created by the primary account owner.
If a UBO was listed on the account during onboarding, the primary account owner can reach out to Lili’s Customer Service and request that the UBO be invited to join and receive full access to the account.
For someone who is not a UBO, please go here for more information on how to add an accountant or someone as an Admin.
Note: this article pertains to a multi-user or joint account.
Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted.
Wire Transfer services are provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.