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 investment objectives for the specific asset class. If you need to update or review your financial information, investment experience or investment objectives use the button above or follow this procedure:
Log into Client Portal
Click on the User menu (head and shoulders icon in the top right corner) followed by Manage Account
Click on the Configure (gear) icon next to Financial Information, rectify your information and confirm.
Please Note
Some trading permissions require you to review and accept specific Disclosures and Agreement. Please make sure you do not have any pending Disclosure or Agreement within Client Portal, clicking the Notifications (bell) icon on top-right corner and selecting Pending Items
If you meet the requirements for the trading permission and you do not have any pending Disclosure or Agreement, but the request is still pending, please contact C2 by ticket or email for additional help.
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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 ...
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