How do I link my individual account to an Administrator?

LINK ACCOUNT TO ADMINISTRATOR

You can link your account to an Administrator in Client Portal:

  1. Log in to Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Trading section
  1. Click Link Account to Advisor/Broker/Administrator
  2. Select the radio button next to Link my existing account to an Administrator and click CONTINUE
  3. Enter the Administrator account ID to which you want to link in the fields provided
  4. Click CONTINUE and follow the prompts on the screen

Please Note

  • The Administrator will be given access to your trading account through reporting functions, including Statements.
  • You can manage the Administrators from the User menu (head and shoulders icon in the top right corner) followed by Settings. Under Account Settings find the Account Configuration section then click Manage Administrators.
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