Stockspot allows you to create multiple accounts from within your existing Stockspot dashboard, so they are all linked under the same email. This means you can open more than one account (or any other account type you like) using the same email address!
Our new dashboard layout makes this process easier than ever!
1. Getting started:
In order to access the multi-accounts feature, you will need to have at least one application completed via the website.
To set-up your first account:
Head to the Stockspot Sign up Page and complete the application process. Once complete, you can access your dashboard and start the process of opening other accounts!
2. Inside your online dashboard
Immediately underneath your account name (in the top left hand corner of the navigation menu) you will now see the option to ‘Add investment account’.
Click on the arrow, and it will expand. You will then see the option to
'Add new account'.
Select the link and complete the steps to start a new application. Once completed, we'll set up the account on your behalf and email you the details for the new account.
Alternatively:
You can still access access the link to create a new account by selecting the white arrow next to your account name
After selecting the arrow it will expand and you will see the option to
'Add new account'.
Complete this process separately for each account you wish to set up.
Note that every Stockspot account has separate account details and its own cash account to deposit funds into. For each new account you set-up, we'll email you the cash account details.
3. Accessing your accounts
All of your stockspot accounts will be linked under the same email address. You can access these with your app or dashboard using this email address.
Open multiple accounts under separate emails:
You can also open additional accounts using separate email addresses via the Stockspot website.
This is a good option if you want to manage the accounts separately and not have them all linked together.
Steps:
Select 'Get Started' on the Stockspot website to start a new account application.
Remember, you'll need a different email address for each new account. You can't use the same email you've used for another account.
Tip: If you use gmail or hotmail you can set-up an alias of your existing email if you don't have multiple email addresses.
We can also link the accounts together once set-up if you decide you don't want to manage the account separately using different email logins.
Please Contact our team for any assistance!