I invest under different entities. Can I add multiple investment accounts?

If you have signed up for Seraf Professional or Enterprise Portal, then you may set up multiple accounts to track the various entities you invest under (e.g IRA, LLC, Revocable Trust, etc.). 

If you are interested in upgrading from one level of service to another, simply email support@seraf-investor.com to initiate the process.  

For help creating investment accounts, click here.

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