Manage Account Linking

You may link your account to an Advisor, Broker, or Administrator by taking the steps outlined below.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Account Linking.

  2. Select one of the options populating on your screen and press Continue

  3. Input the Account ID and Account Title that you are linking to and press Continue

  4. Sign the required agreements and press Continue to save

  5. The Advisor, Broker, Administrator, or Money Manager will now have to log in and accept this request by navigating to the Blue Bell icon (in the top right corner) > Pending Items.