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How can I see all of the accounts associated with my username?

Once you are signed in to the online brokerage platform, go to the Accounts section. From the Summary page, you will see a drop-down menu allowing you to select the account(s) you wish to view. You can select all accounts or select the accounts you wish to display in your personal view.

 On the direct brokerage app, you can view all your accounts from the Portfolio section. The Summary option allows you to view a summary of all your accounts. If you wish to view a particular account, simply tap on the account at the top of the screen.

If one of your accounts does not appear, contact our team via our Message Centre or call us at 1-800-363-3511.

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