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Account Management for Linked Accounts

After you have created a linked account, you can perform any action in Account Management for that account as long as that account has a status of Open, such as modify trading permissions or transfer funds, by first selecting the linked account.

To perform an action for a linked account

  1. Log into Account Management with the single user name and password.
  2. Select a linked account from the drop-down list of linked accounts located in the menu pane.

  1. Perform any action you wish for the selected account by selecting an item fromthe Account Management menu.

Note:  To de-link a linked account, you must close the linked account. Select Close an Account in Account Administration.

 

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