1. Support Center
  2. Manage My Self-Directed Account

How Can I Add An Interested Party?

Interested Parties can have limited access to only discuss your account or you may grant online access to your Interested Party.

An Interested Party is someone who you would like to have access to speak to us on behalf of your account.  You can also allow this person to access your online portal.  Interested Parties cannot make investments or initiate any transactions or changes on behalf of your account.  

You can add, change, or remove an interested party by completing the form linked here.