You may need to add the appropriate Stock trading permissions:
- 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 Stocks section, select Add/Edit or Request under Stocks and check the box next to whichever trading permission or program you want to request and click on CONTINUE.
- Review and sign the disclosures and agreements.
- Click CONTINUE and follow the prompts on screen.
Trading permission requests may take 24-48 hours to be reviewed.
Additional Information
- Trading permissions in our Users' Guide.