How to add brokerage account?

Step 1:

To add a brokerage account to Allocations simply open the Allocations dashboard. On the left hand side you'll see "Brokerage Accounts" as marked in the picture above. A new tab will be opened.

Step 2:

• On the "Brokerage Accounts," Select your identity for which you want to open a brokerage account, if you haven't created the identity, refer to the "How to create an identity."

• After selecting identity add basic details like:

  • Brokerage Firm Name

  • Account No.

  • Account Name

• After adding all the information, kindly save the info & voila your Brokerage Account is ready to use!