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The Configure Account tab includes the following pages:
- Base Currency - Modify the base currency for your account.
- Services - Institutional account holders can change their institutional services (IBClear, IBPrime or IBExecution).
- Account Type - Upgrade a cash account to a Margin account, or upgrade a Margin account to a Portfolio Margin account.
- Excess Funds Sweep - Configure the transfer of excess margin funds between your securities and commodities account segments.