Contact Configuration
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Click Menu in the top left corner > Contacts
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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:
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Account Alias - Define an alternate name for an account that is easier to remember than your Account ID.
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Account Type - Upgrade a Cash account to a Margin account, or upgrade a Margin account to a Portfolio Margin account.
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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
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Close Account - Close an account on behalf of a client.
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Abandon Applications - Abandon a pending application.
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Reset Application - Reset an application that was previously abandoned.
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Create Additional Account - Open an additional account or duplicate an account for a client.
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