If you have received a notification indicating that your advisor or broker has requested a duplicate account in your name, you will be required to approve the request by using the button above or following the below procedure:
- Log in to Client Portal.
- Click the Notifications (bell) icon in the top right corner. The number on the icon shows you how many total unread notifications you have.
- A drop-down menu will open showing your Pending Items, Corporate Actions and Messages.
- Click Pending Items.
- You will then see the pending approval request.
Find more information on pending items in our Users' Guide.