Create, Move, Link or Partition an Account

The Create, Move, Link or Partition screen gives you several different ways to link accounts:

• Create a new account that will be linked to your existing account under a single username and password.
• Create a new linked account that will be managed by an Advisor or Broker. The new Advisor- or Broker-managed account will be linked to your existing account.
• Link all of your existing accounts under a single username and password.
• Move your existing account, including all cash and positions, to an Advisor- or Broker- managed account.
• Divide your account into two partitions: one that will be managed by you and one that will be managed by an Advisor or Broker.

To create, move, link or partition your account:

1. On the Create, Move, Link or Partition screen, select the radio button next to the desired option and click Continue.
   For detailed explanations, click the help icon next to each option.
2. The process includes several screens on which you must make selections, depending on the type of linking. Follow the instructions on each screen, clicking Continue to advance to the next screen.

Users' Guide