Read-Only Access

Instructions

This screen lets you enable or disable read-only access to trading platforms.

Read-only access gives you access to your account in any trading platform without requiring you to log in. When your account is in read-only mode, you will be able to view real time market data, account balances and activity in our trading platform. To trade, you will need to log in.

When read-only access is enabled, it can be activated and deactivated from the Configuration screen. When disabled, the feature is not accessible.

To enable or disable Read-Only Access

  1. Click Settings > Trading Platform > Read-Only Access.

    Image of the configure read-only access panel in Portal.

  2. Click the check box to enable read-only access, and then click Save.
    To disable read-only access, click the check box to uncheck it.

    When read-only access is enabled, when you open a trading platform, you will be asked if you want to use read-only mode. When you have in read-only access enabled, you will not have to log back into the trading platform to view market data, account balances or activity.

 

Additional Resources