If you do not see the option to"Create New Individual, Joint or IRA Account" in Client Portal, it is because the system detects that there are existing accounts eligible to be linked under the same username and password. You must first link them together before you will be eligible to create a new linked account:
- 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.
- Click on Manage Account Linking**.**
- Select the radio button next to "Link All of My Existing Account Under a Single Username and Password", and then click CONTINUE.
Additional Information
- How to link existing accounts in our Users' Guide.