How many users can I add to an account?

Individual Account User Rules:

  • Up to two usernames may be created for the same person.
  • Up to 5 persons may be added with a Power of Attorney, which will be provided when adding users to an individual account.
  • Individual Advisors my not add any persons other than themselves (they can have two usernames for themselves).
  • Joint Accounts may add two usernames for each account holder.
  • Trust accounts may add up to two usernames for each trustee.
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