Client Settings

The Client Settings panel on the Account Settings screen lets you configure the following account settings:

All Clients

• Client Account Templates - Create a Client Account Template and add the template application link to your own website.

• Client Activation Notifications - New client accounts receive an email notification upon account approval.
• Client De-Link Notification Configuration - Select whether you want to be notified when a client requests to de-link his/her account.
• Delivery Options: Advisory Fee Notifications - You can choose how we send these notices to all of your clients: by email, in the Client Service Message Center, or no notification at all.

• Trade in Fractions - Trading fractional shares allows your clients to invest in companies which they may not be able to afford the full share price.

Client Specific

• Client Trading - The option to enable trading for all sub account.
• Risk Score - Create and edit questionnaires for Advisor Clients.

• Trading Restrictions - Manage trading restrictions in the Pre-Trade Compliance Tool.