Broker Client Approval

Broker Master accounts can approve all client applications and options trading permissions. If the broker enables this setting, all client applications and all client requests for options trading permissions must be approved by the broker before they are submitted.

  1. From the Menu in the top left corner > Home > Client Pending Items you will see account applications that are pending approval.

  2. Select a pending item that requires approval. Any tasks needing Broker approval will show the icon on the left hand side.

  3. Add any comments related to this account. Click Yes and then Approve.