How can I create another sub account in my name to be managed by the same Advisor?

Q: How can I create another sub account in my name to be managed by the same Advisor?

ADVISOR PORTAL LOGIN Your financial advisor can duplicate client accounts from his/her Advisor Portal: Log into Advisor Portal . From the Home page, click the Contacts & Accounts . Selected the desired client. Under Contact Configuration go to Create Additional Account Click Create Duplicate Account . An email will be sent to the client stating that the master account user has requested a duplicate account. The client must first acknowledge the request, then it will be processed overnight. Additional Information To create an additional sub account in the Advisor Portal in our Users' Guide.

Question

Accepted Answer

ADVISOR PORTAL LOGIN

Your financial advisor can duplicate client accounts from his/her Advisor Portal:

Log into Advisor Portal.
From the Home page, click the Contacts & Accounts.
Selected the desired client.
Under Contact Configuration go to Create Additional Account
Click Create Duplicate Account.

An email will be sent to the client stating that the master account user has requested a duplicate account. The client must first acknowledge the request, then it will be processed overnight.

Additional Information

To create an additional sub account in the Advisor Portal in our Users' Guide.