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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

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  • 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

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3. Under Account, click Contacts.

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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.

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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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