Manage Account Linking

We offer several different ways that you can link your accounts from the Create, Move, Link or Partition screen:

This screen also appears when you link directly to an Advisor or Broker using the Investors' Marketplace.

  • You cannot link your account to an advisor who has lesser trading permissions than you.
  • When you move your entire account to an Advisor, you will no longer be able to log into Trader Workstation and your current market data subscriptions will be canceled.
  • When you move your entire account to a Broker, you will keep the ability to log in to Trader Workstation, and your current trading permissions will remain in effect.
  • When you create a new linked Advisor- or Broker-managed account and keep your existing account, the trading permissions for your existing account will also apply to the new Advisor- or Broker-managed account, but any permission to which the Advisor or Broker is not entitled will be removed. Future permissions changes for the new account must be done individually for each account.
  • Client trading in a linked account managed by an Advisor or a Multiple Hedge Fund Investment Manager cannot be enabled.
  • Market data subscriptions are charged once for linked accounts rather than separately for each linked account (market data subscriptions are charged per terminal/computer).
  • If you choose to create a new account partition under an Advisor/Broker, that partition will be created overnight.
  • Complete account moves to an Advisor/Broker-managed account are completed every business day after 3 PM EST.
  • When you choose to link your existing account to an Advisor/Broker-managed account, the Advisor or Broker must confirm the link request.

For more information