Manage Account Linking

You may link your Broker account to an 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. Input the Account ID and Account Title that you are linking to and press Continue

  3. Sign the required agreements and press Continue to save

  4. The Administrator will now have to log in and accept the linkage request