Linked Accounts

If there are any linked accounts associated with yours, you can view them under the Profile Menu located in the upper right corner of the Investor Portal.

Clicking on Linked Accounts from the profile menu displays a list of any linked accounts. Simply click on the Account name to 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.