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Create, Move, Link or Partition an Account

We offer several different ways that you can link your accounts from the Create, Move, Link or Partition screen:

• Create a new account that will be linked to your existing account under a single username and password.
• Create a new linked account that will be managed by an Advisor or Broker. The new Advisor- or Broker-managed account will be linked to your existing account.
• Link all of your existing accounts under a single username and password.
• Move your existing account, including all cash and positions, to an Advisor- or Broker- managed account.
• Divide your account into two partitions: one that will be managed by you and one that will be managed by an Advisor or Broker.

This screen also appears when you link directly to an Advisor or Broker using the Investors' Marketplace.

Who can access the Create, Move, Link or Partition an Account screen?

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

• Individual, Joint, Trust or IRA Account User with a single account or multiple accounts
• Small Business Account User
• Proprietary Trading Group Master User
• Single Hedge Fund
• Advisor Master (can link to Broker only on this page)
• Multiple Hedge Fund Investment Manager (can link to Broker only on this page)
• Proprietary Trading Group STL Master User (can link to Broker only on this page)

and you are not an Advisor Client User or Broker Client User.

Important Notes about Linking and DeLinking

• You cannot link your account to an advisor who has lesser trading permissions than you.
• When you move your entire account to an Advisor, you will no longer be able to log into Trader Workstation and your current market data subscriptions will be canceled.
• When you move your entire account to a Broker, you will keep the ability to log in to Trader Workstation, and your current trading permissions will remain in effect.
• When you create a new linked Advisor- or Broker-managed account and keep your existing account, the trading permissions for your existing account will also apply to the new Advisor- or Broker-managed account, but any permission to which the Advisor or Broker is not entitled will be removed. Future permissions changes for the new account must be done individually for each account.
• Client trading in a linked account managed by an Advisor or a Multiple Hedge Fund Investment Manager cannot be enabled.
• Market data subscriptions are charged once for linked accounts rather than separately for each linked account (market data subscriptions are charged per terminal/computer).
• If you choose to create a new account partition under an Advisor/Broker, that partition will be created overnight.
• Complete account moves to an Advisor/Broker-managed account are completed every Friday.
• When you choose to link your existing account to an Advisor/Broker-managed account, the Advisor or Broker must confirm the link request.

For more information

• Rules for Linking to and Delinking from an Advisor or Multiple Hedge Fund