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Account Information

The Account Information page lets you modify information for individuals or entities associated with your account. You can modify the following information:

• Name and address
• Personal information such as birthday and marital status
• Legal identification
• Employment information

Who Can Access the Account Information Page?

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

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Master or Client User
• Advisor Master User Individual (advisor master account only)
• Advisor Master User Organization (advisor account only)
• Advisor Client User Individual
• Advisor Client User Organization
• Proprietary Trading Group Master User
• Broker Master User (master account only)
• Broker Fully Disclosed Client User
• Broker Fully Disclosed Client User Organization
• Investment Manager Master User
• Fund

To update account information

1. Click Account Administration in the left pane, then click Account Information.

Depending on the type of account you have, you can:

• Modify your own account information.
• Modify the account information for an existing individual or entity associated with your account.
• Add individuals or entities to the account and enter their account information.
• If you are a Trust account (Individual or Advisor Client), or a Partnership account, you can update the beneficiary ownership percentage.

2. Do one of the following:

• To modify your own information, click Continue, then modify the information on each page as required, clicking Continue when you are finished with each page.
• To modify the account information for an existing individual or entity associated with your account, click the appropriate Modify link, then modify the information on each page as required, clicking Continue when you are finished with each page.
• To add an individual or entity to the account, click the appropriate button (Add Individual or Add Entity), then enter the information on each page as required, clicking Continue when you are finished with each page.
• To update the beneficiary ownership percentage (Individual or Advisor Client Trust accounts and Partnership accounts only), click the Update Beneficiary Ownership button, then update the percentages on the Beneficiary Ownership Information page so that the total percentage adds up to 100%. If your ownership percentage does not add up to 100%, you will prompted to update this information on each subsequent Account Management login.
  

3. Verify your information, then click Continue.
   
   If you need to make further changes, click Back, then make corrections before submitting.

4. Enter the confirmation number sent to you via email, then click Continue.
   
   If you have not received a confirmation number, click Request Confirm # to have a confirmation number sent to your email address on record.

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