How do I link multiple accounts together?

You can link multiple accounts by filling out the Account Linking Request Form. Once you fill out the form, please return the form to us via Secure Document Upload or email us at Please also note that there are additional documents that are required.

Required Documents: 

  • A copy of your valid government-issued photo ID (non-U.S. residents, please use passport).
  • For linking a third party only, please make sure to also send a notarized Trading    Authorization form and a copy of authorized-agent’s valid government-issued photo ID.
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