How do I change my billable account information?

Follow the below procedure to select the billable account within Client Portal:

  1. Log in to Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  3. Under the User Settings section find Trading Platform
  4. Click on Market Data Subscriptions.
  5. You can select your billable account under the Billable Account table.

Note

  • Billable accounts can only be switched between accounts that are linked under the same applicant profile. Switching between accounts with different ownership structures is not supported.
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