Subaccounts

Instructions

The Subaccounts page allows you to view any subaccounts listed under your advisor structure. To navigate to this page, please take the steps outlined below.

  1. Click Account Management in the top left corner.

  2. Click Subaccounts.

    The subbaccounts menu in portal.

  3. The Subaccounts page will populate on your screen.

    The subaccounts page in portal.

 

Additional Resources