Can I change the username, account number or account type for a new advisor client application?

If your account has been opened or if you started an application under the wrong account type, then you will need to start a new application. An account type cannot be converted to another account type. 

Follow the procedure below to keep your username when opening an additional account:…

US based advisors can create additional accounts of different types for US based clients either from an existing client account or from an unapproved application. This process reuses the information on an existing application and applies it to the new application. Advisors will only be required to provide the additional information needed to complete the new application. Each account created will generate a separate…

Clients often request that their individual accounts be converted to advisor accounts so they can take advantage of the advisor account structure.

Unfortunately, we cannot upgrade an Individual account to an Advisor Account. You must complete a new application, which can be accessed from our home page, by selecting Open Account -> Start Application -> Input your personal information and select Financial Advisor as the account type…

Both the client and the advisor can create deposit notifications for a client account. 

More information on how to create a deposit notification…