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Duplicate Client Accounts

The Duplicate Client Accounts page lets Advisor Masters, Broker Masters and Fund Investment Managers request up to five duplicate accounts for an existing client account. The request is processed overnight, but must first be acknowledged by the client. One application of maintaining duplicate client accounts is to create different trading strategies in the two accounts.

Who can access the Duplicate Client Accounts page?

You can access this page if you are a(n):

• Registered or unregistered Advisor
• Broker Master User (Fully Disclosed only)
• Investment Manager Master User

To request a duplicate client account:

1. Click Manage Clients > Dashboard > Account Details> Duplicate Client Accounts. Fund Investment Managers click Manage Funds > Dashboard > Account Details> Duplicate Client Accounts.

2. Click Add.
   

The Duplicate Client Accounts screen appears.

2. Click "Click here to see which account settings are duplicated".



3. Review the information, then Click Duplicate.
4. Click OK to confirm your request.

An email is sent to the client associated with the selected client account stating that the master account user has requested a duplicate account. The client must first acknowledge the request, then the request is processed overnight.

Duplicated Account Settings

When your request has been processed, the following account settings are duplicated:

For Advisor clients:

• SMA configuration
• Exchange caps
• Commission
• Client fees
• Flex Queries
• Delivery information
• DVP instructions

For Broker clients:

• Exchange caps
• Commission
• Flex queries
• Delivery information
• DVP instructions

For Single Trading Limit sub accounts:

• Exchange caps
• Commission
• Flex queries
• Delivery information