Advisors, Introducing Brokers, and Money Managers ("users") can enable email notifications that alert them when any client under their account has a margin cushion below a specified threshold.
To enable email notifications:
- Log in to the Portal
- Navigate to Account Settings
- Select Account Communications followed by Margin Cushion Alerts
Margin Cushion Alert
Threshold Configuration
- Users can set a threshold anywhere between 5% and 50% margin cushion, inclusive.
- For multi-tiered account structures, a custom threshold can be set at each advisor or money manager level.
- If the immediate advisor or money manager account does not have a custom threshold set, the threshold is inherited from the next level up.
Please Note: Any user listed on the master account who has access to the settings will be able to adjust these configurations for the structure.
Notification Behavior
- When any account falls below the configured threshold, an email notification will trigger and be delivered the addresses associated all users on the mater account.
- Once triggered, subsequent notifications will be suppressed for 24 hours.
Default Settings & Opt-Out
- This alert is enabled by default for current and newly created advisor or money manager accounts.
- Users may opt out via the Account Settings page.
- A link to the Account Settings page is also available within the TWS menus.