How do I cancel my pending linked account application?

You can cancel a pending linked account application by following the below steps:

  1. Log in to Client Portal
  2. Click the Notifications (bell) icon in the top right corner. The number on the icon shows you how many total unread notifications you have.
  3. A drop-down menu will open showing your Pending Items, Corporate Actions and Messages.
  4. Click Pending Items.
  5. Click the View button beside 'Complete Additional Account Application'
  6. Click on the 'Finish Application' button.
  7. On this new page, click your Account number (located in the top right)
  8. Select Cancel Application and complete the system prompts.
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How do I access pending items in Client Portal?