Link Existing Account Scenarios
Instructions
You can link existing accounts in any of the scenarios listed below. Click here for a list of important rules.
Individual or IRA Account Holder Links to Existing Joint Account
In this scenario, an individual or IRA account holder is also the primary or secondary user of a Joint account, so he or she links the accounts under a single username.
Joint Account Links to Existing Individual or IRA Account
In this scenario, the primary or secondary user of a Joint account also has an individual or IRA account, so he or she links the accounts under a single username.
Joint Account Links to Existing Joint Account with the same Primary and Secondary Users
In this scenario, the primary and secondary user of one Joint account is also the primary and secondary user of another, so the primary user links the accounts under a single username. For example, John and Mary Smith have two Joint accounts for two different trading strategies, and they want to use a single username to access both accounts.
Joint Account Links to Existing Joint Account with Different Secondary User
In this scenario, the primary user of one Joint account is also the primary user of another, so the primary user links the accounts under a single username. The secondary users in the two Joint accounts, however, are different. For example, John Smith is the primary user of a Joint account he has with his wife Mary. He is also the primary user of a second Joint account with his brother James. John links to the two accounts under a single username, giving him access to both Joint accounts.
Individual, Joint, Trust or IRA Account Holder Links to Existing Advisor or Broker Managed Account
In this scenario, an Individual, Joint, Trust or IRA account holder has a second account in their name that is managed by an Advisor or a Broker and links the two accounts under a single user name.
Individual, Joint, Trust or IRA Account Holder Creates a New Linked Account to an Existing Advisor or Broker
In this scenario, an Individual, Joint, Trust or IRA account holder links their existing account to a new account that will be managed by an Advisor or Broker.
