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Users

The Users page lets you:

• View information about existing users
• Add users to an account.
• Modify Account Management access rights for existing users.
• Add usernames to the primary account holder.
• Delete users from an account.

Who can access the Users & Access Rights screen?

All users and Security Officers can access this functionality except Broker Non-Disclosed Clients and Broker Omnibus Clients.

Individual Account User Rules

The following rules and limitations apply to Individual accounts:

• Up to two usernames may be created for the same person.
• Up to 5 persons may be added with a Power of Attorney, which will be provided when adding users to an individual account.
• Individual Advisors may not add any persons other than themselves (they can have two usernames for themselves).
• Joint Accounts may add two usernames for each account holder.
• Trust accounts may add up to two usernames for each trustee.