How do I link my individual account to a Family Account?

It is now possible to link existing individual accounts to a master Family Account.

LINK ACCOUNT TO FAMILY ACCOUNT

Use the button above or follow the below procedure to link your account to a Family Account in Client Portal:

1. Log in to Client Portal.
2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
3. Under Account Configuration select Manage Account Linking
4. Click the bubble for Link Account to Advisor/Broker and click CONTINUE.
5. Enter the account ID and title of the Advisor account to which you want to link in the fields provided.
6. Click CONTINUE.
7. Answer the Questionnaire
8. Click CONTINUE to Sign and Save the request.

Once you complete the request then the Family Account will need to consent the request and then your request will be reviewed.

Note

• Criteria for Linking

1. Linking clients must be family members - Unless the link is for an IBLLC Non-Professional Advisor.
2. Clients must agree that fees will not be charged - Unless the link is for an IBLLC Non-Professional Advisor.
3. Clients must provide a sufficient explanation for linking.

Additional Information

• To Request Linkage to a Family Office Account in our Users' Guide.