Online Features

Instructions

There are several forums where you can vote for your favorite commercial tools, freelance tools, programming consultants, and third-party tutors. Subscribe to Voting on the Voting Subscription page in Portal.

You can access this screen if you are a(n):

  • Individual, Joint, Trust or IRA Account User
  • Small Business Account User
  • Family Advisor, Non-Professional Advisor or Client
  • Advisor Master
  • Advisor Client
  • Proprietary Trading Group Master User
  • Proprietary Trading Group Sub Account User
  • Broker Master User (master account only)
  • Broker Client
  • Investment Manager Master
  • Fund

  1. Click Settings > Security > Online Features.

  2. In the Login panel, click the Configure (gear) icon for Voting Subscription.

    The Voting Subscription screen opens in a popup window.

    Image of the register to access online features panel in Portal.

  3. Enter a voting username and password in the fields provided.

    When you vote in any of our forums or polls, you will be prompted to enter this voting username and password.

  4. Enter your account username and password in the fields provided.
  5. Click Save.

    Your voting subscription will automatically expire after one year, at which time you can re-subscribe by clicking the Reactivate button (which only appears when your subscription has expired).

 

Additional Resources