How do I add permissions on a linked account?

MANAGE TRADING PERMISSIONS

Once the linked account has been created use the button above or follow the below procedure to request trading permissions:

  1. Log in to Client Portal.
  2. Please ensure you select the correct account by using the Account Selector tool. Information on the Account Selector can be found in our Users' Guide.
  3. Select the User menu (head and shoulders icon in the top right corner) followed by Settings.
  4. Under Account Settings find the Trading section.
  1. Click on Trading Permissions.
  2. Locate the product section, select Add/Edit or Request under the product section and check the box next to whichever trading permission or program you want to request and click on CONTINUE.
  3. Review and sign the disclosures and agreements.
  4. Click CONTINUE and follow the prompts on screen.

Additional Information

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