Does it cost extra to have multiple investment accounts?

There is no additional cost to add and track multiple accounts if you have signed up for Seraf Professional or Enterprise Portal.

For example, if you invest under your own name as well as through a Revocable Trust, IRA, LLC, or some other vehicle, you can create separate accounts within Seraf under one User Name.

If you are interested in tracking multiple accounts and need to upgrade your level of service, please contact us at

If you need help setting up additional investment accounts, click here.

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