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The Account Information menu includes the following pages:
- Modify personal, financial and regulatory information, and print a summary of your account settings.
Trading Sub Accounts
- Proprietary Trading Group Master Users can view and create sub accounts for authorized traders.
- Update your broker registration information.
- Update your advisor registration information.
Transfer on Death
- Register Transfer-On-Death beneficiaries.
- Answer a series of questions to determine if you qualify to trade a wider range of trading products.
Large Trader Identification
- Add SEC Large Trader ID's to your account.
EMIR and LEI Information
- Account holders who are subject to the EMIR regulation can change their EMIR election.
- Update your W-8/W-9 tax form.
- Create accounts in multiple advisory jurisdictions.