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Add Client Accounts

You must first “add” client accounts to your Broker account. As the Broker Master, you are the only one who can add clients to your Broker account. Adding a client requires that you:

1. Add a non-disclosed client account using either an:
   • Qualified Investor Broker Abbreviated Electronic Account Application
   • Non-Qualifed Investor Broker Abbreviated Electronic Account Application

   Note: A QI broker is a broker that has indicated they are a qualified intermediary on an IMY form.

2. Configure client fees.
3. Set trading permissions.
4. Provide client funding by transferring funds from the Master account to the client account.
5. Check client account funds status.