• Log in to Client Portal/Account Management
  • Select Settings followed by Account Settings
  • Under Configuration, click the Configure (gear) icon for Create, Move or Partition an Account
  • Select the radio button that applies to your linking needs and follow the steps to complete the process.

See also: Which accounts are eligible for linkage? and How long does it take to process my linkage request?

Additional information on linking existing accounts can be found in our Users’ Guide.