Use the button above or follow the below procedure to create an account partition that allows you to allocate a portion of your account to be managed by an Advisor or Broker:
- Log in to Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings section find Account Configuration
- Click Manage Account Linking followed by Link Account to Advisor/Broker/Administrator
- Select the radio button next to Divide My Account into Two Partitions, One of Which Will Be Managed by an Advisor/Broker, and then click CONTINUE
- Enter the account ID and title of the Advisor or Broker account to which you want to move your account 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
Please Note
- An Advisor/Broker Account ID and Account Title must be supplied at the time of submission. Once the request has been made, an email will be sent to the Advisor or Broker to inform him or her of your request. The Advisor or Broker must approve your request (in Pending Items) before your new account partition is created.
Additional Information
- How to partition your account in our Users' Guide.