Can I maintain multiple groups of linked accounts?

Due to varying reasons, some clients of advisors no longer want their account to be managed by a Financial Advisor, but they wish to maintain an individual account here.

To transfer an FA Managed account to an Individual account, you must create a new Individual account where all aspects of the new account match those of the existing account (titles, tax ID's, trading permissions).  Once the new account is approved, log into the old account…

If you manage multiple accounts, have multiple linked accounts, or use account partitions, you will be prompted to select one or more accounts once you log in to Client Portal.

The selected accounts for which data will be displayed are shown to the right of the current page name on the…

Any market data subscriptions you maintain as an independent account will be automatically deactivated if you link your account up to an advisor. Once linked, your advisor will have discretionary trading authority over your account and you will no longer have access to the trading platform and therefore no need for market data. …

If looking at a watchlist in Mosaic, TWS will display multiple "column groupings" if the watchlist window is wide enough to display all of the columns. To make this possible, please either resize the columns or resize the window…