To join an Asset Manager program, follow the below steps:
Login to your managed account portal through the following link: https://www.equiticlients.com/
- Click on “My Accounts", then select your managed account.
- You will be directed to your managed account dashboard, then click on the “Join Program” button in the bottom left corner.
- 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 “Join Program”.
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 might apply to your account, as shown in your managed account program and LPOA.