Please find Instructions on how to join an AM program below:
1- Login to your Client Portal
2- Click on “Managed Programs", then select your managed account, as shown below
3- Click on the “Join Program” button shown below:
4- Select the desired program and tick the box to agree to the terms and conditions of the limited power of Attorney, confirm your signature, enter your password and select “Submit”.
5- After you joined the program, click on the 3 dots beside the managed program as per the below screenshot
Please note that Equiti is an execution-only broker and does not have regulatory permission to manage the investments on behalf of others.
There is a clear distinction between the service offered by us and the Money Manager you have authorized to trade on your account. Whilst your Money Manager has a Partnership Agreement with us, they are not employed by Equiti and are responsible for all trading decisions made on your account.
Please be advised that payment compensations to your AM will apply to your account as shown in your managed account program.