Use the button above or follow the below procedure to request trading permissions for currency conversions:
- Log in to Client Portal
- Select the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Trading section
- Click on Trading Permissions
- Locate Currency/Forex section, select Add/Edit or Request under Currency/Forex and check the box for "Currency Conversion" and click on CONTINUE.
- Review and sign the disclosures and agreements.
- Click CONTINUE and follow the prompts on screen.
Additional Information
- Managing trading permissions in our Users' Guide.