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Create and Link Accounts (for Advisors and Brokers)

The Create and Link Accounts menu includes the following menu items:

• Create - Advisor Master Users and Broker Master Users can add client and fund accounts, request up to five duplicate accounts for an existing client account and can create templates to save and re-use application information for new client/fund accounts.
• Household - Advisors and Fully Disclosed Brokers with multiple accounts for a single family or an individual can group those accounts into a household to more efficiently manage those accounts.
• Link Client Accounts - Advisors and Fully Disclosed Brokers can link multiple individual and/or joint accounts for a client under a single username and password.
• Close - Fully-Disclosed and Non-Disclosed Brokers can submit a request to close a client account.