Page Title: ManageDirect® > De-Link an Account
What you can do on this page:
From here, you may de-link a Minor account from your Primary account. Only one Minor account may be de-linked at a time. Custom accounts may not be de-linked. When a minor reaches age 18 and establishes a Primary account, you may de-link the securities and Zero-Percent C of I from the Minor account to move to the new Primary account. You may not perform transactions in a de-linked account, however, all records of previous transactions are still available in History.
- Choose a radio button and Click "Select" to go to ManageDirect > De-Link Minor Account Request.
- Click "Cancel" to return to ManageDirect.