If you are an Individual User, you would have already chosen your Username, which is the Parent Account. Let's move you along to Create a New Child Account.
If you are an employee of a Financial Advisory Firm, the Canopy Team will set up Partner and Partner Admin Accounts, and provide log in details to you.
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1. Click on 
to get started.
2. A pop window appears. Fill in the mandatory fields marked with the red *.
In this example, the Account Code for the new user is falcon123, which is also the Username.
A Username (Account Code) should ideally contain alphanumeric characters with at least 8 characters.
3. Once you are done, hit 
. A pop up confirmation appears, hit OK.
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2. The Edit Account window pops up, you can edit information or delete user (bottom right).
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This user will be deleted from your account.