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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:
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Zero Account: 5 Qualified Accounts
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Direct Account: 5 Qualified Accounts
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Standard Account: 5 Qualified Accounts (any standard accounts prior to July 27th, 2026 are limited to 3)
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Advanced Account: 3 Qualified Accounts
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Any user that has an active Advanced Qualified account will be limited to 3.
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Only one username per individual is permitted, and one individual per household may use our services.

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