Watch this 3-minute video -
- From your Client Portal, go to Menu.
- Select Settings then Account Settings.
- This will load the Account Management page.
- On the right hand side, under Configuration, select Create, Move, Link or Partition an Account, hit Configure.
- On the next page, select: Create a Linked account that will be managed by Advisor or broker, hit Continue.
- For Advisor/Broker Account ID, enter I2598811. (Note the account ID begins with an upper case "I")
- For Advisor/Broker Account Title, enter Trade Integration LLC.
- Hit Continue, follow the remaining prompts.
Note: This configuration does not increate your commissions. There are no performance fees or markups of any kind. You pay exactly what you did previously.