Once the account is approved and funded, individual account holders may add up to 5 (non-employee) individuals, such as family members, as users, pursuant to a Limited Power of Attorney agreement, and grant them specific account access rights (e.g., reports, trading). Please note that adding a user to assist with operating and/or monitoring the account implies no change in ownership.
Use the button above or follow the below procedure to add a user to your account:
- Log into Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings find the Users & Access Rights section
- Click Users & Access Rights.
- Here there are two panels: the Users panel shows those individuals added to your account, as well as their relationship to the primary account holder; the User Roles panel shows all user roles that you have created.
- Add, edit, or delete Users using the set of icons to the right.
Additional Information
- How long does it take for a new user to be approved?
- How many users can I add to an account?
- Can I create a second username for my account?
- How do I remove a second user?
- How do I modify user access rights?
- How do I set up user roles in my individual account?
- Can I change my primary username?
- Find out more about adding users in the Users' Guide.