Financial Profile
Instructions
The Financial Profile page lets you change the following account information:
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Income and Worth
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Source of Wealth
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Investment Objectives & Intended Purpose of Trading
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Investment Experience
Change Your Financial Profile
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile > Financial Profile
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In the Income and Worth section, click the edit button and update the profile as required.
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In the Source of Wealth section, click the + button, select a source of wealth, indicate if this source will fund your account, then enter the percentage of your account that will be funded from this source. Enter any notes to provide a description for this source. Repeat for each additional source of wealth.
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In the Investment Objectives and Intended Purpose of Trading section, click the edit button and click the boxes to update your selections as required.
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In the Investment Experience section, click the edit button and update the information as required. Remember, different products require different levels of experience.
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Click Continue.
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Verify the updated information and then click Continue.
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If you need to make further changes, click Back, then make corrections before submitting.
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If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click Continue.
If you have not received a confirmation number, click Request Confirmation Number to have a new one sent to your email address.
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Click Ok.