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Maximum Allocation

How many accounts can I have?

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Written by Benjamin Chaffee

Maximum Allocation for each account type is:

Zero Account: 5 Qualified Accounts

Direct Account: 5 Qualified Accounts

Standard Account: 5 Qualified Accounts (any standard accounts prior to July 27th, 2026 are limited to 3)

Advanced Account: 3 Qualified Accounts

Any user that has an active Advanced Qualified account will be limited to 3.

Only one username per individual is permitted, and one individual per household may use our services.

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