Account Settings are configurable settings associated with your account, rather than with you and your username. All account settings are accessible from a single Account Settings screen.
Use the button above or follow the below procedure to configure your Account Settings:
- Log in to Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings click on the relevant item and follow the prompts on the screen.
Additional Information
- How do I upgrade from a cash type account to a margin type account?
- How do I change the Base Currency for my account?
- How can I open a paper trading account?
- How can I choose the tiered commission pricing structure?
- How do I change my account from Pro to Lite?
- How do I manage my Stock Dividend Reinvestment Program (DRIP) election?
- Can I elect to receive mutual fund dividends in the form of cash?
- What is the Excess Funds Sweep settings and how does it work?