Move, Link or Partition an Account

This page lets you:

• Move your existing account, including all cash and positions, to an Advisor- or Broker- managed account, or
• Create a new account that will be managed by an Advisor or Broker and keep your existing account. The new Advisor- or Broker-managed account will be linked to your existing account.
• Divide your account into two partitions: one that will be managed by you and one that will be managed by an Advisor or Broker.

This page also appears when you link directly to an Advisor or Broker using the Investors' Marketplace.

To move, link or partition an account

1. Click Manage Account > Add or Link Accounts > Advisor/Broker Account Setup.

2. Select from the following options by clicking the appropriate radio button:

• Move my entire account to an account managed by the Advisor/Broker identified below.
• Create a new linked account that will be managed by the Advisor/Broker identified below.
• Divide my account into two partitions, one of which will be managed by the Advisor/Broker identified below.

3. Type the Account ID and Account Title of the Advisor- or Broker-managed account in the fields provided.
4. Click Continue.
5. Enter the account ID and title of the broker or advisor account to which you want to link in the fields provided. For example, account ID I123456 and account title Applicant XYZ. If you already selected the Advisor or Broker in the Investors' Marketplace, these fields will already be filled in.
6. Click Continue.
7. Sign each of the two required agreements and click Continue after signing each one.

You will be emailed a confirmation number. Enter that number on the Confirmation Number page, then click Continue.

8. An email will be sent to the Advisor or Broker to inform him or her of your request.

To access this page from Investors' Marketplace

You can use Investors' Marketplace to identify the Advisor or Broker, and then can access the Move, Link or Partition an Account page from the Marketplace.

1. Use the Advisor Marketplace or Broker Marketplace to search for and select an Advisor or Broker.
2. Click the Link button in the individual Advisor or Broker listing. The Advisor/Broker Account Setup page opens.

3. Click the radio button that corresponds to your choice. Read the descriptions carefully to understand the difference between the options.
4. Enter the account ID and title of the broker or advisor account to which you want to link in the fields provided. For example, account ID I123456 and account title Applicant XYZ. If you already selected the Advisor or Broker in the Investors' Marketplace, these fields will already be filled in.
5. Click Continue.
6. Sign each of the two required agreements and click Continue after signing each one.
7. You will be emailed a confirmation number. Enter that number on the Confirmation Number page, then click Continue.

8. An email will be sent to the Advisor or Broker to inform him or her of your request. Advisors and Brokers do not have to confirm requests for new partitions.

For more information

• Rules for Linking to and Delinking from an Advisor or Multiple Hedge Fund
• Users' Guide