You can link multiple accounts by completing the Account Linking Request Form. The completed form can be sent via Secure Document Upload or email us at [email protected]. In addition, please provide a copy of your valid government-issued photo ID (non-U.S. residents, please use passport).
For linking a third-party account, please ensure to send a notarized Trading Authorization form (found in our Form Center) and a copy of authorized-agent’s valid government-issued photo ID.