Manage Administrators

Instructions

Use this page to view, add, or remove account Administrators. Administrators have access to your trading account through reporting functions, including Statements.

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

    The manage administrators panel in advisor portal.

  2. Click the + icon to Add Administrator.

    The Add Administrator screen opens.

    The link my existing account to an administrator panel in advisor portal.

  3. Type the account ID of the Administrator you want to add, then click Continue.
  4. Your link request will be sent to the Administrator, who will be listed in the Pending Administrator section of the Manage Administrators page. Once the Administrator accepts your request, they will be linked to your account, and you can assign them client/fund/sub accounts.
  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Administrators
  2. Select the "i" icon to the left of the Administrator you would like to view.

Search for administrators by using the "Search" icon in the top right corner. You will be directed to the Administrator Marketplace.

The administrator marketplace panel in advisor portal.

Remove an administrator by selecting the X icon next to their name.

 

Additional Resources