Link My Existing Account to an Administrator

Instructions

You can link your account to an administrator by following the steps below.

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

  2. Click Link My Existing Account to an Administrator and press Continue.

    The link my existing account to an administrator selection in client portal.

  3. Enter the Account ID and Title of the Advisor or Broker account to which you want to link and press Continue.

    The administrator information panel in client portal.

  4. Review the information and press Continue to request linkage.

    Reviewing the administrator information in client portal.

  5. Type your signature in the field provided in each of the agreements and click I Agree.

  6. A message will be sent to the Administrator to inform them of your request. The Administrator must approve the request before processing.

 

Additional Resources