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Adding an Owner to an Organization

Proprietary Trading Group Master account users and Small Business account users can add owners to their organizations in Account Management.

To add an owner to an organization

1. Click Manage Account > Account Information > Details > Profile.

2. Add a new owner (individual or entity) by clicking the Add Individual or Add Entity button.
3. Fill in all required fields on all pages.

• For Association Type, select Owner.
• Enter the ownership percentage of the new owner.

4. Once you have completed and submitted the new owner information, the new owner receives his or her own username and password.
5. The new owner logs in to Account Management, completes the one-time required Tax Form Collection page.
6. Verify that the new owner and ownership percentage has been added to your account on the Withholding Statement page by clicking Manage Account > Account Information > Tax Information > Withholding Statement.