Why does an Advisor master account need funding?

To set up and manage a family member's account using a non-professional family account, you will need to create an Advisor master account and link the family member's account. Here is a step-by-step guide to help you through the process:

1. Create a…

It is now possible to link existing individual accounts to a master Family Account.

LINK ACCOUNT TO FAMILY ACCOUNT…

Advisor master accounts are unable to hold or establish positions. If an Advisor wishes to trade on their own behalf, they will first need to open a trading subaccount underneath their Advisor master account. The Advisor can send themselves an invitation to open a trading subaccount…

There is no minimum deposit to open an advisor master account. However, please note that advisor master accounts must have funds in the account to pay for market data subscriptions and in some cases, commissions and fees for your clients (should you elect to pay them). …

There is no minimum monthly activity fee for a Family Advisor or Non-Professional Advisor master or client account…