Use the button above or follow the below procedure to access common questions, video tutorials, information, and support tools in Client Portal:
- Log in to Client Portal.
- Click the Help menu (question mark icon in the top right corner).
Additional Information
- How do I send a web ticket to Client Services?
- How can I configure Client Services message delivery and notification?
- How do I open a chat with Client Services?
- How do I choose the right market data subscription?
- How do I access the Corporate Action Manager?
- How do I request a trade bust?
- How do I determine whether there is a cost to borrow a stock in Client Portal?