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Rules for Linking to and Delinking from an Advisor

If your account is linked to an Advisor-managed account, you may decide to delink that account and/or link to a different Advisor (relink). Before doing so, familiarize yourself with the following restrictions on linking and relinking.

Restrictions

You can link to a Multiple Fund Hedge Fund Investment Manager as well as to an Advisor.
Trading Sub accounts cannot be delinked or relinked.
Proprietary Accounts for Broker-Dealers cannot be delinked or relinked.
Client accounts with Money Manager-attached accounts cannot be delinked or relinked.
Client accounts with a UKL segment cannot relink to a Financial Advisor without a UKL segment.
Client accounts cannot relink from a Financial Advisor or Friends and Family Advisor to a Hedge Fund.
Only Fund accounts can be relinked from a Multiple Fund Investment Manager to another Multiple Fund Investment Manager.
When delinking accounts from or relinking accounts to a Financial Advisor, you can delink or relink all accounts or one or more accounts.
Partitioned accounts cannot be delinked or relinked.
Hedge Fund clients of a Multiple Hedge Fund account cannot be delinked.