Contact Configuration
Instructions
-
Click Menu in the top left corner > Contacts
-
From the Contacts page, click the i Information icon to the left of a contact. The Contact Information page opens. From the Contact Information page you can configure the following account settings:
-
Account Alias - Define an alternate name for an account that is easier to remember than your Account ID.
-
Account Type - Upgrade a Cash account to a Margin account, or upgrade a Margin account to a Portfolio Margin account.
-
Excess Funds Sweep - Configure how you want us to handle the transfer of excess funds between the Securities and Commodities segments of on an account
-
Client Account Access Privileges - Advisors have the option to enable trading for a specific sub account.
-
Close Account - Close an account on behalf of a client.
-
Abandon Applications - Abandon a pending application.
-
Reset Application - Reset an application that was previously abandoned.
-
Create Additional Account - Open an additional account or duplicate an account for a client.
-