Account Details

• Account Type - CP Wholesale (for all non-Institutional Accounts), if Institutional select Domestic or International depending on where the Institution is domiciled. 
• Adviser - Select your Adviser Code (Branch and Department will default)
• Brokerage - Select applicable Brokerage to the account that you are setting up. If it is not on the list, please select another rate then let us know. We will add any codes that you require in the background to appear on the dropdown list for future accounts. 
• Portfolio Managed - Yes for CHESS Sponsored Accounts, No for all other Accounts. 
• CHESS - Select from New CHESS HIN, HIN Transfer, DVP, or Non-CHESS. 
• Legal Entity - Please select relevant Account Type (this will decide the fields required further on in the process).