Link My Existing Account to an Advisor/Broker

Instructions

You can move your entire account to an Advisor or a Broker.

The following rules apply to this type of linking:

  • You will transfer all of your cash and positions to an Advisor/Broker-managed account.
  • If you move your entire account to an Advisor, you will no longer be able to log into Trader Workstation, and your current market data subscriptions will be canceled.
  • If you move your entire account to a Broker, you will still be able to log into Trader Workstation, and your current market data subscriptions will not be canceled.
  • Once your account has been moved, fees may be debited from my account as specified by the Advisor or Broker.
  • Accounts are moved every business day after 3 PM EST.

  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 Advisor/Broker and press Continue

    The link my existing account to an Advisor/Broker panel in org. portal.

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

    The link my Advisor/Broker information panel in org. portal.

  4. Type your signature in the field provided in each of the agreements that appear. Click I Agree after singing each agreement.

  5. A message will be sent to the Advisor or Broker to inform him or her of your request. The Advisor or Broker must approve your request (in Pending Items) before you new linked account is open.


 

Additional Resources