# Adding Brokerage Account

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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.