Can two investment accounts be linked in some way?

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.). You can view each account individually or in aggregate.  

Basic and Advanced accounts cannot be linked. If you are interested in upgrading, please contact us at

For more information on setting up investment accounts, click here


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