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Security Device Sharing

A common security device obtained through our Secure Login System can be used to access multiple accounts as long as the user identification of the accounts is identical. Use the Security Device Sharing page to share a security device with a linked account.

This page is identical to selecting the Share a Secure Login Device option on the main Secure Login Device page.

Who can access the Security Device Sharing page?

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

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Group Master or Client
• Advisor Master User
• Advisor Client
• Proprietary Trading Group Master User
• Proprietary Trading Group Sub User
• Broker Master User (master account only)
• Broker Fully Disclosed Client
• Investment Manager Master User
• Fund

To share a security device with multiple accounts

1. Click Settings > User Settings >Security > Secure Login System > Security Device Sharing.

   

2. Enter the username and password of the user with whom you want to share the security device in the fields provided.
   • As noted on the page, the security device that you want to share must be of equal or greater security strength than the requesting user’s current security device.
   • Please note that for some customers, review and approval by our staff will be required prior to processing your request.
3. Click CONTINUEto submit your request.