How can I create an account alias?

Q: How can I create an account alias?

CREATE ACCOUNT ALIAS Account Alias lets you define an alias for your account. For example, you might want to define an account alias that is easier to remember than your account ID. If you are a master user, you can define an alias for any client or sub accounts that you manage. If you create an account alias, it will appear on your account statements and if you are an Advisor Master, the account aliases will also be reflected in the trading platforms. You can access the Account Alias function if you are a(n): Individual, Joint, Trust or IRA Account User Small Business Account User Advisor Master User (master account only) Proprietary Trading Group Master User (master account only) Broker Master User (master account only) Investment Manager Master User (master account only) Information on how to create an account alias can be found in our Users' Guide.

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CREATE ACCOUNT ALIAS

Account Alias lets you define an alias for your account. For example, you might want to define an account alias that is easier to remember than your account ID. If you are a master user, you can define an alias for any client or sub accounts that you manage.

If you create an account alias, it will appear on your account statements and if you are an Advisor Master, the account aliases will also be reflected in the trading platforms.

You can access the Account Alias function if you are a(n):

Individual, Joint, Trust or IRA Account User
Small Business Account User
Advisor Master User (master account only)
Proprietary Trading Group Master User (master account only)
Broker Master User (master account only)
Investment Manager Master User (master account only)

Information on how to create an account alias can be found in our Users' Guide.