Linking accounts under the same username allows clients to access multiple accounts using a single username, password and two-factor authentication method. Once the accounts are linked, clients can log in to the trading platform or Client Portal and select the account they wish to view, trade from, or manage.
This can make account access more convenient, as clients do not need to remember separate login details or manage multiple security devices for each account.
Linkage may also help reduce duplicate market data subscription costs. Market data subscriptions are generally billed at the user/session level, so clients who previously maintained the same market data subscriptions across multiple accounts may be able to consolidate them after linkage. Any potential saving depends on the specific subscriptions, account structure and applicable market data rules.
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