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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 an account by sending an email invitation to the client to complete an electronic account application.
2. Configure client fees.
3. Set trading permissions.
4. Have the client fund the account.
5. Check client account funds status.