Manage Account Menu Access Rights

The following table lists all access rights to the Manage Account menu pages by account structure.

Pages I SB FF AM AMO AC ACO BM BFC BFCO BNC BOC FIM F PTGM PTGS A
Account Information
Details
Account Details check check check check check check check check check check no check no check check check check no check no check
Profile check check check check check check check check check check no check no check check check check no check no check
Financial Information check check check check check check check check check check no check no check check check check no check no check
Regulatory Information check check check check no check check no check no check check no check no check no check no check no check no check no check no check
 
Trading Sub Accounts no check no check no check no check no check no check no check no check no check no check no check no check no check no check check no check no check
Broker Declaration no check no check no check no check no check no check no check check no check no check no check no check no check no check no check no check no check
Advisor Qualifications no check no check no check check check no check no check no check no check no check no check no check no check no check no check no check no check
Investor Category check check check check check check check check check check no check no check check check check check no check
Transfer on Death1 check no check no check no check no check no check no check no check no check no check no check no check no check no check no check no check no check
Large Trader Identification check check check check check no check no check check check check no check no check check no check check no check no check
EMIR and LEI Information7 no check check check no check check check no check check check check no check check check check check check check
Tax Information
Tax Forms check check check check check check check check check check no check no check check check check no check no check
Withholding Statement no check check no check no check no check no check no check no check no check no check no check no check no check no check check no check no check
Settings
Configure Account
Base Currency2 check check check no check no check check check check check check no check no check check check check no check no check
Institutional Services check check check check check check check check check check no check no check check check check no check no check
Account Type check check check no check no check check check check check check no check no check check check check no check no check
Excess Funds Sweep check check check no check no check check check check check check no check no check no check check check no check no check
Fees
Pricing Structure check check check check check no check no check check no check no check no check no check check check check no check no check
Soft Dollar Configuration no check no check no check check check no check no check no check no check no check no check no check check check no check no check no check
 
Mobile check check check check check check check check check check check check check check check check no check
IRA
Conversion check check check no check no check check no check no check check no check check check no check no check no check no check no check
Re-characterization check check check no check no check check no check no check check no check check check no check no check no check no check no check
 
Paper Trading check check check check check check check check check check check check check check check check no check
Account Alias check check check check check no check no check check no check no check no check no check check no check check no check no check
White Branding no check no check no check check check no check no check check no check no check no check no check no check no check no check no check no check
Close Account3
Close Account check check check check check check check check check check no check no check check check check no check check
 
Reopen Account8 check check check check check check check check check check check check check check check check check
Closure Status8 check check check check check check check check check check check check check check check check check
Trade Configuration
CFDs and Metals no check no check no check check check no check no check no check no check no check no check no check check no check no check no check no check
Research check check check check check no check no check check check check check check check check check check no check
Market Data check check check check check no check no check check check check check check check check check check no check
Subscriber Status check check check check no check no check no check no check check check check check check check check check no check
Trading Limits no check no check no check no check no check no check no check no check no check no check no check no check no check no check check no check no check
Restrictions no check no check no check no check no check no check no check no check no check no check no check no check no check no check check no check no check
IB FYIs check check check check check no check no check check check check check check check check check check no check
Alerts check check check check check check check check check check no check no check check check no check no check no check
Client Trading no check no check no check check check no check no check check no check no check no check no check check no check check no check no check
Futures Arbitration Agreement check check no check no check no check check check check check check no check no check no check check check no check no check
Asia Gateway check check no check check check check check check check check check check check check check check no check
Security
Individual
IP Restrictions check check check check check no check no check check check check no check no check check check check no check no check
Change Password 3 check check check check check check check check check check check check check check check check check
Reset Paper Trading Account Password check check check check check check check check check check check check check check check check no check
Change Email Address3 check check check check check check check check check check no check no check check check check check check
Secure Login System
Security Device3 check check check check check check check check check check no check no check check check check check check
Change Security Questions10 check no check no check no check no check no check no check no check no check no check no check no check no check no check no check no check no check
Security Device Sharing3 check check check check check check check check check check no check no check check check check check no check
SLS Opt Out check check check check check check check check check check no check no check check check check check check
 
Client Security4 no check no check no check no check no check no check no check no check no check no check check no check no check no check no check no check no check
Voting
Subscriptions3		 check check check check check check check check check check no check no check check check check check no check
Access Rights
Configuration5 no check no check no check no check check no check no check check no check no check no check no check check no check check no check no check
Users check check check check check check check check check check no check no check check check check no check check
User Roles check check check check check check check check check check no check no check check check check no check check
Add or Link Accounts
Created Linked Account check check no check no check no check no check no check no check no check no check no check no check no check no check no check no check no check
Link Existing Account6 check check no check no check no check check no check no check check no check no check no check no check no check no check no check no check
Move, Link or Partition an Account9 check check no check check no check no check no check no check no check no check no check no check check check check no check no check
Authorized Traders no check no check no check no check no check no check no check no check no check check no check no check no check check check no check no check
Money Manager
Administration no check no check no check check check no check no check no check no check no check no check no check no check no check no check no check no check
Wealth Manager
Administration no check no check no check check check no check no check no check no check no check no check no check no check no check no check no check no check
  I SB FF AM AMO AC ACO BM BFC BFCO BNC BOC FIM F PTGM PTGS A

 

1Available to Individual non-IRA account users only.

2Proprietary Trading Group Masters can change the base currency of their client/sub accounts.

3Master users cannot access this page for client/sub accounts.

4Broker Masters can activate a client's security device but only if the Broker Master distributed the device to the client.

5Only Security Officers can access the Access Rights > Configuration page. Account owners are automatically designated as Security Officers.

6Individual accounts (except Joint and Trust), IRA accounts, Broker clients and Advisor individual clients can link their multiple accounts under a single username and password.

7Only non-individual accounts established in the European Union will see this page.

8 Reopen Account and Closure Status are available to only to closed accounts.

9Advisor Master Users, Multiple Hedge Fund Investment Managers and Proprietary Trading Group STL Master Users can link to a Broker only on this page.

10Individuals must be participating in our Secure Login System (two-factor authentication) and their account equity must be less than 1,000,000 USD.

  Account Structures Key
I Individual, Joint, Trust and IRA account users
SB Corporate, Partnership, LLC and Unincorporated Businesses
FF Family Advisor and Non-Professional Advisor Group account users
AM Advisor Master Individual
AMO Advisor Master Organization
(Corporate, Partnership, LLC, Unincorporated business)
AC

Advisor Client Individual
(Individual, Joint, IRA with electronic access)
ACO Advisor Client Organization
(Corporate, Partnership, LLC, Unincorporated business with electronic access)
BM Broker Master
BFC Broker Client
(Individual, Joint, IRA)
BFCO Broker Client Organization
(Corporate, Partnership, LLC, Unincorporated business)
BNC Broker Client
FIM Fund Investment Manager Master
F Fund
PTGM Proprietary Trading Group Master

PTGS

 Proprietary Trading Group Sub
A Administrator