# Adding Brokerage Account

<figure><img src="/files/O8GrNw8uKLNLDfSSi3SD" alt=""><figcaption></figcaption></figure>

The **Brokerage Accounts** section allows users to link external brokerage accounts to their identities.

These accounts are typically used for:

* Receiving share distributions
* Holding transferred securities
* Processing in-kind distributions
* Managing secondary transactions

To access this page:

1. Go to **Brokerage Accounts** from the left sidebar.
2. Select the identity for which you want to add or manage a brokerage account.

## Manage Brokerage Accounts

The page is divided into two sections:

* Select Identity (Left panel)
* Brokerage Account Details (Right panel)

### Select Identity

On the left side, all available identities are listed.

Each identity shows:

* Name
* Identity Type (Individual or Entity)
* Entity Type (if applicable)
* Country (if available)

To add a brokerage account:

1. Click on the desired identity.
2. The right panel will update to allow account entry.

### Add Brokerage Account

Under **Brokerage Account Details**, enter the required information:

* Brokerage Firm Name
* Account Number
* Account Name
* Additional Account Information (Optional)

All information must match the official brokerage records to prevent transfer issues.

#### Required Fields

The following fields are mandatory:

* Brokerage Firm Name
* Account Number
* Account Name

The **Additional Account Information** field is optional and can be used for:

* Account type details
* Internal reference notes
* Special transfer instructions

### Saving Brokerage Account

After entering all required details:

1. Click **Save**.
2. The brokerage account will be linked to the selected identity.

Once saved, the brokerage account can be used for:

* Share distributions
* In-kind transfers
* Exit events

### Important Notes

* Brokerage accounts are identity-specific.
* An identity can have multiple brokerage accounts if needed.
* Brokerage details must be accurate to avoid failed transfers.
* Changes may require verification depending on compliance status.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.allocations.com/brokerage-and-cash-accounts/adding-brokerage-account.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.