Linking Accounts
Account linkage allows for individual account holders maintaining multiple existing accounts or seeking to open a new account the ability to group those accounts together. In the case of a new account, linkage affords the opportunity to open the account without having to complete a full application, with the account holder providing solely that additional information which is specific to the new account. New account linkages are initiated either from the Client Portal of the existing account (via the User menu (head and shoulders icon in the top right corner) > Settings > Account Settings > Trading > Open an Additional Account) or automatically when initiating a new application from the website. The following article outlines the steps for linking one or more existing accounts.
1. Log into Client Portal and click the User menu (head and shoulders icon in the top right corner) followed by Settings > Trading > Link Account to Advisor/Broker/Administrator.
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2. Select the radio button next to Link All of My Existing Account Under a Single Username and Password, and then click CONTINUE.
The Select Username screen opens.
3. The screen shows all of your accounts that can be linked under a single username and password. Select which username you want to keep. Once your accounts are linked, you will use the selected username to log in to any of the linked accounts.
4. The screen updates to display the security device for the selected username. Click CONTINUE.
5. A series of pages appears to prompt you to enter the username and password for each account to be linked, followed by additional authentication using your Secure Login device.
6. Enter the username, password and authentication values for each account to be linked on the next screens, clicking CONTINUE to advance to the next screen.
7. We aggregate the financial information and trading experience info for all accounts to be linked. Verify your financial information and trading experience for the accounts to be linked, and then click CONTINUE.
8. Verify your account information and click CONTINUE.
9. If you need to update your financial information, trading experience or account information, wait for those updates to be approved and then restart this linking procedure.
10. Verify any saved bank information you may have and click CONTINUE.
11. Click CONTINUE.
12. Click Ok.
For information on how to cancel a linkage request, see Canceling a Pending Link Request.
IMPORTANT NOTES
* Once linked, account access to Client Portal and the trading platform is accomplished using a single user name and password each of which will contain a drop-down window for selecting the account that the owner wishes to act upon.
* As market data subscriptions are billed at a session level (i.e., user name) and only a single TWS session can be open for any one user at a given time, account holders previously maintaining subscriptions for multiple users have the opportunity to consolidate subscriptions to a single user. Account holders wishing to view multiple TWS sessions simultaneously may add additional users (subject to separate market data subscriptions). In addition, only those market data subscriptions already associated with the surviving user name will remain in effect following consolidation. Account holders maintaining different subscriptions across multiple users are advised to review those subscriptions subject to cancellation in order to determine which they wish to resubscribe to under the surviving user name. Also note that the market data subscriptions either terminated or initiated mid-month are subject to billing as if they were provided for the entire month (i.e., fees are not prorated).