Add additional accounts

Parent account

You can have multiple main or parent accounts.

1. Go Account > Account and select Create New Account.

   
2. Create a business or personal account. Refer to New account setup if needed to complete the new account creation.

3. Wait for the confirmation message confirming that your new account has been created. Select Close Window to return to the Dashboard.

   

Child account

You must be in the parent account before creating the child account.

1. Select the parent account using one of the following options:

   1. More than one account Select all accounts (Accounts > Account > Accounts) to display all accounts.

      

      Switch to the parent account for the new account, and then close (X) the screen.

      
   2. One account Select Account to display your account information.

      
2. Select the menu next to the account name, then select Create Child.

   
3. Add the account name and optional description, then select Create Child Account. Note: You will receive an error if the new account exceeds the four-level maximum.

   
4. Wait for the confirmation message confirming that your new account has been created.

   

   You will be returned to the parent account page.

5. Review the new account on the child list. The new account is automatically added to the end of the child account list.