All Collections
Getting Started
Creating a Monorail Account
I'm a fiduciary. Can I open a Monorail account for my clients?
I'm a fiduciary. Can I open a Monorail account for my clients?
Meghann Perkins avatar
Written by Meghann Perkins
Updated over a week ago

At this time, you're unable to open an account on behalf of your client.
โ€‹
But your client can absolutely create a Monorail account for themselves!
โ€‹
Please have them reach out to Customer Support with any questions.

Did this answer your question?