Add an Account

Add an Account

1. Navigate to MyCompliance\My Accounts.

2. Select Add an Account from the Actions section.

3. Select or Enter the following information:

    • Financial Institution -select from the list of brokerages available for your firm.

    • Account ID - enter the identifier of the account you are adding, removing any dashes (-).

    • Account Full Name - enter the name of the account as it appears on the statement details.

    • Account Name - enter the name of the account for display purposes (less than 30 characters).

    • Account Description - optional field to enter in further details on the account.

    • Date Account was Opened - select the date of when the account was opened at the financial institution.

    • Account Status at Financial Institution-Select whether the account is Open or Closed at the financial institution.

4. Click on Submit to submit the account details or Return to List to cancel your entry.

5. The account will be added as Open.

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