Linking Accounts

Overview: 

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 SettingsTrading > 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.

 

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.