I invest under multiple entities. Can I set up multiple investment accounts?

To track investments under multiple entities (e.g IRA, LLC, Revocable Trust, etc.) you can add your own investment accounts. Follow these instructions according on your account level.

Professional Portal

  • Go to Account Management.
  • Under the section for Investment Accounts, click the button to "Add Investment Account".
  • Enter the account name, such as "John Smith IRA" or "John Smith Revocable Trust".
  • Select the check box if you'd like to have this account become the default account for future transactions.
  • Click "Save".

Enterprise Portal Account Holders

Interested in tracking investments across multiple entities? Click here for more information or to upgrade your account.

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