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Managing Administrators

Use the Manage Administrator page in Account Management to:

• Add an Administrator by entering his or her account number.
• View active and pending Administrators.
• Delink an Administrator from your account.
• Assign client accounts to an Administrator.
• Remove client accounts from an Administrator.

Access the Manage Administrators page by clicking Investors' Marketplace > Search Services > Administration > Manage Administrators.

The following image shows the Manage Administrators page.

 

For more information

To learn more about Administrators, see the Account Management Users' Guide.