How can I open multiple accounts for a single person?

US based advisors can create additional accounts of different types for US based clients either from an existing client account or from an unapproved application. This process reuses the information on an existing application and applies it to the new application. Advisors will only be required to provide the additional information needed to complete the new application. Each account created will generate a separate PDF, which needs to be signed by the client and submitted for processing.  This is limited to Individual, Joint and IRA account types. 

To add additional accounts:

1. From the Home page, click the Contacts
2. Select the client by clicking the “i” info icon next to a contact
3. On the Information tab, click the Configuration (gear) icon next to Create Additional Client Account.

For non-US accounts, you will need to start a new application. 

To start a new application:

1. From the Home page, click the Contacts
2. Select the client by clicking the “i” info icon next to a contact
3. On the Information tab, click the Send Application Invite (paper) icon on the right side of the information.

Additional Information

• To find out more about opening multiple accounts, see the Advisor Portal Users’ Guide.