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:
Go to Brokerage Accounts from the left sidebar.
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:
Identity Type (Individual or Entity)
Entity Type (if applicable)
To add a brokerage account:
Click on the desired identity.
The right panel will update to allow account entry.
Add Brokerage Account
Under Brokerage Account Details, enter the required information:
Additional Account Information (Optional)
All information must match the official brokerage records to prevent transfer issues.
Required Fields
The following fields are mandatory:
The Additional Account Information field is optional and can be used for:
Special transfer instructions
Saving Brokerage Account
After entering all required details:
The brokerage account will be linked to the selected identity.
Once saved, the brokerage account can be used for:
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.
