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.
For Partner Admins
When you log in to Engine site, you may start to create your User Account.
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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 A pop up confirmation appears, hit OK.
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You have successfully created an account! You will now see this account in your Accounts view.
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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.