With linked accounts you can not designate a default account for login purposes. If you want to login to a specific account then you would need to create an additional username for that account.
Use the button above or follow the below procedure to create a second username:
- 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 Users & Access Rights section
- Click Users & Access Rights screen
- Choose the account number you want the username attached to by clicking on the account number or name in the light blue oval in the upper part of the page
- Click on the Add "+" icon next to Users and follow the prompts on the screen to add a secondary user for the primary account holder
Once the new username is created then when logging in using the new username only the account number you selected at the time of set up will be displayed.
Additional Information
- Adding a username available in our Client Portal User Guides