Manage Administrators

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

   

2. Click the + icon to Add Administrator.

   The Add Administrator screen opens.

   

3. Type the account ID of the Administrator you want to add in the field provided, then click Continue.

   Your link request will be sent to the Administrator, and the Administrator will be listed in the Pending Administrator section of the Manage Administrators page. Once the Administrator accepts your request, he or she will be linked to your account, and you can assign client/fund/sub accounts to the Administrator.

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.

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