How do I add an owner to a corporate account?

Proprietary Trading Group Master account users and Small Business account users can add owners to their organizations in Client Portal. 

To add owners to their organization within Client Portal:

  1. Log in to Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner).
  3. Click on Settings.
  4. Click on Account Settings find the Account Profile
  5.  Add Individual or Add Entity then complete the required fields.

The new owner will be required to log in to Client Portal in order to complete the Tax Form Collection page.

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