Linked Accounts

If there are any linked accounts associated with yours, you can view them under the User Menu located in the upper right corner of the Investor Portal. This menu option is only available to conta

Clicking on Linked Accounts from the user menu displays a list of any linked accounts. Simply click on View to see the vantage point of the linked account holder. The table and composition chart update to display the view of the linked account, as well as any other linked accounts they may have.

You can also access this information on the Overview page welcome message by clicking on the direct link.

Clicking on the link from here presents the vantage point of the linked account holder and the table and composition chart updates to display their view, as well as any linked accounts they may have.