How do I link accounts?

LINKING EXISTING ACCOUNT

Use the button above to link existing accounts or follow the below procedure:

  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 Settings find the Account Configuration section
  1. Click Manage Account Linking 
  2. The Create, Link or Partition an Account page opens
  3. Select the radio button that applies to your linking needs and follow the steps to complete the process

Additional Information

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