Three Tier Linkage Approvals
Instructions
Top level master accounts can elect to have final approval for linkage requests to second level advisor master accounts under their structure. Once a client link request has been approved by the second level master, the link to it will not take place until reviewed and approved by the top level master. To activate this feature, please take the steps outlined below.
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Three Tier Linkage Approvals.
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Select Yes or No to Activate or Deactive.
Please note, if you disable this configuration, all current linkage requests pending tier 3 approvals will be automatically approved.
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Press Save to save these changes.
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Once this feature has been activated, Brokers can approve 3 tier linkage requests by navigating to their pending items (blue bell icon in the top right corner of any Broker Portal page).
