MyTeraview®
An online tool for Account Holder Representatives to easily Add, Transfer, or Suspend Teraview Users on their account
General Information
Adding, Suspending and Transferring Users
- How do I add new users to Teraview®?
- How do I check if I have licenses available to Transfer?
- How do I set up the same user on more than one account?
- How do I suspend a user?
- How do I transfer a user?
- I am a new user. How do I create my profile?
Close Account
Manage Banking
Other Account Changes (done outside of MyTeraview®)
- Can I have more than one Account Holder Representative?
- Can I transfer licenses between accounts?
- How can I change our firm name?
- How can I find out what users are on my account?
- How can I get approval for electronic registration (eReg)?
- How can I get ERBA (Electronic Registration Bank Account) access?