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View Sub Accounts

You can view a list of all sub accounts and their current account status on the Trading Sub Accounts page.

To view Authorized Trading sub accounts

  1. Click Manage Traders > Traders > View in Account Management to view this page.

The Trading Sub Accounts page opens, displaying all sub accounts for authorized traders, including the account name, account number, username and current status of the account.

  1. If the current status of a sub account is “Application in progress,” a link may appear in the Status column that lets you complete the next step in the application process.
  2. To create a new sub account, click the Add Trading Sub Account button, then follow the instructions on the screen to fill out the Authorized Trader Information form.