How can I manage a portfolio of multiple brokers AND/OR family members in a single account?

You can create 11 accounts under a single ID.

Click on “Manage accounts”, and you will have the option to add more accounts.

You will need to select an account where you want to process the transaction when you are adding the same.

If in the future you need to merge or delete accounts, it can be done with the “Manage Account” section.

By default, all views/dashboards/reports will show aggregated data for all accounts. However, you can select an account and filter out the desired data.

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