If you have received an email notification that the review of your application has been completed but you are still unable to trade this is likely due to one of the following conditions:
- Your account application has been approved and your account has not yet been funded. Note that you need to create a deposit notification within Client Portal to obtain routing instructions for your deposit and to ensure that the funds are matched and credited to your account upon arrival. Once the account is opened and funded it will require approximately one business day for trading access to be activated.
- You did not request trading permissions for the product you are trying to trade. Please check your trading permissions within Client Portal to confirm your account has permission to trade the security being rejected.
- You are a client of a financial advisor maintaining discretionary trading authority over your account. Here, the advisor is presumed to be the only individual entering orders and the advisor can provide the client with access, if requested.
Additional Information
- Find out more about creating deposit notifications and requesting trading permissions in the Client Portal Users' Guide
- Where can I enable trading permissions for a specific Advisor client account?
- How do I manage my trading permissions?