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Add an Account

The Add Account page lets you add a client or sub account. Depending on the type of account you have, from this page you can:

• Send an invitation to a client to start an electronic application.
• Start a semi-electronic application.
• Print a blank paper application for a client to complete.
• Download a copy of the client disclosures.
• Add a fully disclosed broker client account.
• Add a non-disclosed broker client account.
• Add an authorized trader to an institutional account.

Who Can Access the Add Account Page?

You can access this page if you are a(n):

• Advisor Master User Individual
• Advisor Master User Organization
• Proprietary Trading Group Master User
• Broker Master User (non-disclosed only)
• Investment Manager Master User

For more information...

• Methods of Completing an Account Application
• Steps in the Application Process

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