How do I manage my trading permissions?
Log in to Client Portal/ Account Management
Click the Settings menu followed by Account Settings
If you manage numerous account, choose an account by
Clicking on the account number to popup the Account Selector
Click the Configure icon (gear) next to “Trading Experience & Permissions”
From the Trading Permissions screen, click Add in the section associated with the product you wish to trade and check the box next to whatever trading permission or program you wish to request
Complete the Experience and Trading Knowledge section shown at the top of the section of the product you selected.
Once you have completed making your selections, click the CONTINUE button
Review investment objectives and financial information on the following pages and make the necessary changes
Related Articles
How do I manage my trading permissions?
Log in to Client Portal/ Account Management. Click the Settings menu followed by Account Settings. If you manage numerous accounts, choose an account by: Clicking on the account number to pop up the Account Selector. Click the Configure icon (gear) ...
What are the requirements in order to qualify for various trading permissions?
The trading permissions request can take 24-48 hours for approval. However, in order to be approved you must meet certain financial requirements, have a certain amount of prior trading experience, and the products/permissions must meet your ...
What are the requirements in order to qualify for various trading permissions?
The trading permissions request can take 24-48 hours for approval. However, in order to be approved clients must meet certain financial requirements, have a certain amount of prior trading experience, and the products/permissions must meet the ...
What happens after I change my AutoTrading permissions?
When you make AutoTrading permission changes to your settings, AutoSync will take a look at your brokerage account and make necessary adjustments. This may result in buying or closing AutoTrade positions to get your brokerage account in sync with ...
How will I know when people subscribe to my trading system?
Whenever people subscribe to your trading system, you will receive an email alerting you. Similarly, you will receive an email when someone unsubscribes. You can always view your list of subscribers by going to your system detail page, click on the ...