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Add a Money Manager

To add a Money Manager

1. Log into Account Management using your Master account username and password.
2. Click Settings > Money Manager > Administration.

3. The Money Manager Assignment page contains two tabs: Money Manager Assignments and Assign Client Accounts. The Money Manager Assignments tab appears by default and lists all currently assigned Money Managers.
   
   Click Add Money Manager.
4. On the Money Manager Assignment - Add Money Manager page, enter the Account ID of the Money Manager in the field provided, then click Submit.
   
5. The first time you add a Money Manager, you must enter a four-letter code that will be used in place of your Wealth Manger Account ID on all reports, and when setting up client fees and client trading permissions. This code will be part of a Virtual Account Number, which is a security feature to protect your Wealth Manager Account ID. Enter a code up to four letters long in the Wealth Manager Mnemonic field.

Money Managers also enter a mnemonic to protect their own account ID's when they accept assignments on the Wealth Manager Assignment page. The Money Manager mnemonic is also part of the Virtual Account Number.

Virtual Account Numbers appear on client reports and consist of the client Account ID, the Wealth Manager Mnemonic and the Money Manager Mnemonic. On their reports, clients will see one of the following in place of their Account ID:

• If no Account Alias is used: Client Account ID-WM Mnemonic-MM Mnemonic
• If an Account Alias is used: Client Account Alias-WM Mnemonic-MM Mnemonic

Before you can assign client accounts or set up trading permissions and fees for client accounts assigned to a Money Manager, the Money Manager must log into Account Management and accept the assignment.

For more information

• Users' Guide