You can link your numerous accounts under a single username and password, including accounts that are managed by an Advisor or a Broker. Observe these guidelines when linking accounts: To request a link to an existing account, you must have an MEXEM Secure Login System security device.
The email addresses, account titles, tax IDs and physical addresses associated with the accounts you want to link must be the same.You must link ALL accounts associated with you.
You cannot link a subset of accounts.Once the accounts have been linked, the unique usernames and passwords for the accounts to be linked with this account will no longer function.
The username and password associated with your account will function for all linked accounts. Once the accounts have been linked, the highest level security device among the linked accounts will automatically become the active security device.
Additional information on linking existing accounts can be found in our Users' Guide.