Advisors and Brokers may add an FA account as a client. That Advisor’s clients will then become third tier clients. Advisors and Brokers can create multiple tier accounts by adding Registered Advisor, unregistered Family or Non-Professional Advisor, Proprietary Trading Group Separate Trading Limit (STL) and Multiple Hedge Fund master accounts to their broker account structure.
Additional Information
- To find out more about how to assign a sub advisor, see the Advisor Portal Users’ Guide.