How do I link/unlink a contact on an account?

Follow the simple steps below to link/unlink a contact on an account:

1. On the menu bar click on Admin then Manage accounts


2. Select the account you wish to link/unlink on:

  • For single account, click on the underlined account name to view the account details


  • For multiple accounts, type the account name or the account number in the search bar then click on the account name to view the account details


3. Under Account, click Contacts.


4. All contacts linked to any of the accounts will appear on the contacts list page. To link a contact to the account, click Add contact. To remove a contact from the account, click Remove contact.


5. Removing a contact from the last trading account they are linked to will result in the contact being deleted. Where this occurs, we will request confirmation of deletion.



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