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Add Client Account

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

Advisors and Fully Disclosed Brokers whose clients begin their application at the Advisor's or Broker's own website can add a unique client ID to the Client Invitation sent to the client. For more information, see Using a Custom ID for Advisor and Fully Disclosed Broker Client Applications.