You are here: Settings > Account Settings > Financial Information

Financial Information

The Financial Information page lets you change the following financial information for your account, which you originally entered into your account application:

The products you are allowed to trade depend on your income and net worth and your investment objectives and experience. For detailed requirements for each product that you want to trade, see the Trading Requirements page on our website.

To change your financial information

  1. Click Settings > Account Settings.
  2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account whose financial information you want to change.
  3. On the Manage Account screen, view your current financial information displayed in the Financial Information panel.

  1. Click the Configure (gear) icon.

  1. In the Configure Financial Information section, update the information as required.

  1. In the Source of Wealth section, click the +ADD A SOURCE OF WEALTH button, select a source of wealth, indicate if this source will fund your account, then enter the percentage of your account that will be funded from this source. Enter any notes to provide a description for this source. Repeat for each additional source of wealth.

  1. In the Investment Objectives and Intended Purpose of Trading section, update your selections as required by clicking the boxes.

  1. In the Investment Experience section, update your selections as required. Remember, different products require different levels of experience.

  1. Click CONTINUE.
  2. Verify the updated information and then click CONTINUE.
  3. If you need to make further changes, click Back, then make corrections before submitting.
  4. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
  5. Click Ok.