How Can I Add A Managed Account On My Managed Account Program?

You can request an additional managed account which will reflect on your portal immediately by following the steps below:

1. Login to your managed account portal through the following link: https://www.equiticlients.com
2. Click on My Accounts:
3. Your list of accounts will appear, and you will find the option to "Add an account".
4.  Select "Managed account" and confirm your signature.
5. Click "Add Account" for the account to be added to your portal.