Why do I receive the message "Account does not have trading permissions for this product"?

COMPLETE TRADING PERMISSIONS REQUEST

If you are receiving an error message stating "Account does not have trading permissions for this product" but you already requested the permissions, it is likely that you did not complete each step of the request.

Use the button above or follow the below procedure to complete the request for trading permissions:

  1. Login to Client Portal
  2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Trading section
  1. Click on Trading Permissions
  2. Locate the permission section, select Add/Edit or Request under the permission 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.

You will also see this message if you are in the process of opening an account and have completed the steps above but have not yet deposited funds. Your approved trading permissions will not be activated until your deposit or transfer has been processed and posted to the account. 

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