You can use the button above or follow the below procedure to link your account to an Introducing Broker via Client Portal:
- Log in to Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings find the Account Configuration section
- Select Manage Account Linking
- Select the radio button next to Link my Existing Account to an Advisor/Broker and click CONTINUE.
- Enter the account ID and title of the Broker account to which you want to link in the fields provided.
- Click CONTINUE.
- Type your signature in the field provided in each of the agreements that appear. Click I Agree after signing each agreement.
- An email will be sent to the Introducing Broker to inform him or her of your request. The Broker must approve your request before your new linked account is open.
Please Note
- If you move your entire account to a Broker, you will retain the ability to log into Trader Workstation, and your current market data subscriptions will not be canceled.
- Once the account has been linked, fees may be debited from your account as specified by the Broker.
- Accounts are moved every Friday at 2:00 PM EST.
- All pending orders are cancelled when the account is linked to an Introducing Broker.
Additional Infomration
- Move Your Account to an Advisor or Broker in the Client Portal Users' Guide.