> For the complete documentation index, see [llms.txt](https://docs.allocations.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allocations.com/brokerage-and-cash-accounts/adding-brokerage-account.md).
# Adding Brokerage Account
How to connect a brokerage account for wire and ACH transactions on Allocations
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.
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