如何透過券商功能同時管理多個TD 帳戶 - 投資
By Edwina
at 2020-10-12T11:13
at 2020-10-12T11:13
Table of Contents
好讀圖文版: https://hellohero73.blogspot.com/2020/01/td-amertriade.html
FB: https://www.facebook.com/hellohero73/
美國券商通常會提供帳戶連結功能使投資人可以方便管理同一券商底下的多個帳戶,因此
決定以本人名義加開第2個TD個人帳戶,可以協助管理家人的資金。
要達到上述目的,必須透過帳戶連結功能將帳戶串聯(非本人帳戶也可以連結),連結設定
完成後,只要登入主帳戶,就可以在主帳戶及被連結帳戶切換帳戶操作。
《如何設定帳戶連結》
STEP1:首先登入被連結帳戶,直接從最上方Account下拉式選單,點選"Link accounts"
https://imgur.com/XC7ruWb
STEP2:點選"Grant access"(允許存取此帳戶)
https://imgur.com/KUMXZBg
STEP3:同意帳戶連結的相關說明,輸入"被連結帳戶"持有人英文姓名,並且打勾同意上述
說明後送出
https://imgur.com/UEzXJl9
STEP4:輸入"主帳戶"的登入帳號,要輸入2次後送出
https://imgur.com/Ly2xRJh
STEP5:系統跳出視窗訊息告知已經將帳戶連結的請求送出,接著將被連結帳戶登出
https://imgur.com/HYMnoK4
STEP6:接續登入主帳戶,重複STEP1直接從最上方Account下拉式選單,點選"Link
accounts"
https://imgur.com/tN3UqxY
STEP7:點選"Access requests pending your review"
https://imgur.com/ymIVZPd
STEP8:可以看到連結帳戶請求,接著按"Accept"就設定完成啦~
https://imgur.com/DJJ4Ppc
設定完成後,只要登入主帳戶,就可以從最上方Account下拉式選單隨時切換帳戶,非常
方便
《如何修改帳戶暱稱》
若不喜歡使用登入帳號作為切換項目,系統允許修改帳號暱稱
STEP1:從最上方Account下拉式選單,點選"Edit nickname"
https://imgur.com/JKAOnXb
STEP2:接著就可以點選右下角"Edit nickname",修改成你要的暱稱啦~
https://imgur.com/0dxeU3x
--
Tags:
投資
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