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Link Client Accounts

Advisors and Fully Disclosed Brokers can link multiple individual and/or joint accounts for a client under a single username and password. Once these client accounts are linked, they will be able to access our trading platforms and Account Management for any of the linked accounts using a single username and password. For example, you might have a client who maintains more than one account.

Linking multiple client accounts under a single username and password offers these benefits:

• Single sign-on for all accounts;
• Single Secure Login device;
• Activity fee minimums based on consolidated commission;
• Consolidated reporting of accounts.

Who can access the Link Existing Client Accounts page?

You can access this page if you are a(n):

• Advisor Master User
• Fully Disclosed Broker Master User

To link existing client accounts

1. Log into Account Management with your username and password, then enter the codes from your Secure Login Device as instructed on the login screen.
2. Click Manage Clients > Create and Link Accounts > Link Client Accounts.

3. From the drop-down, select the client whose multiple accounts you want to link. Note that only eligible client accounts will appear in the drop-down.

A list of all accounts for this client appears.

4. Click the radio button next to the account whose username you want to use for all linked accounts. This will be the username you use to log into Account Management and our trading platforms.
5. Click Link Accounts.

A page opens that displays the individual and financial information for the client accounts to be linked .

6. Review each of the line items below and, where differences exist, select the radio button next to the entry which is correct. Note that this information must be identical across all accounts in or the account will not be linked.

If none of the entries provided are correct, your client can correct the information on the Manage Account > Account Information > Details > Profile page and the Manage Account > Account Information > Details > Financial Information page.

7. If there is saved bank information for both accounts being linked, you are prompted to select which bank information to save.
8. After you have entered the username, password and authentication values for each account to be linked, a screen appears that displays the individual and financial information that you maintain for the accounts to be linked. Click Continue.

A screen appears confirming your request. If you wish to cancel your link request, click the here link on the page.

For more information

• Users' Guide