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I’m an Affiliate and an Introducing Broker. Will I keep both partner arrangements after the Client Portal migration?

Learn what happens to existing Affiliate and Introducing Broker arrangements during migration. Existing multi-partner arrangements will be migrated, while new multi-partner requests are not currently supported.
Updated 4 days ago

Yes. If you already have a multi-partner arrangement, your existing partner arrangements will be migrated with your account. 

However, you cannot request a new multi-partner arrangement through the new Client Portal immediately after migration. 

If you have questions about your existing partner arrangements, please contact your Account Manager for assistance. 

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