How to Create a Subaccount and View Subaccount Balances

To create a new Subaccount, please take the following steps:

1. On the home screen press Holdings and select Subaccount Registration.

2. Enter in the information. Fields with asterisks are required fields. Once completed, press Save. If you do not want to create the subaccount, press Cancel.

To view your Subaccount Balances, please take the following steps:

1. On the home screen press Holdings and select Subaccount Balances.
2. The Subaccount Balances screen will show you all your subaccounts and balances.