How do I enable trading permissions and take product knowledge tests?

Q: How do I enable trading permissions and take product knowledge tests?

MANAGE TRADING PERMISSIONS Use the button above to request trading permissions or follow the below procedure to request trading permissions: Log into Client Portal . Click the User menu (head and shoulders icon in the top right corner) followed by Settings . If you manage multiple accounts, select an account by clicking on the account number to popup the Account Selector. Under Account Settings find the Trading section. Click on Trading Permissions . To add trading permissions, select Add/Edit or Request under the product you wish to trade and check the box next to whichever trading permission or program you want to request. Once you have finished making your selections, click the CONTINUE button at the bottom of the page. Take any associated knowledge tests, review any additional disclosures presented and continue through until you have completed all of the prompts. Here you can select the products you wish to trade and take the associated knowledge test for that particular product. Note If clients do not have the requisite experience or knowledge, they can take a quiz that will be scored. If they pass the quiz (60%) and meet the other requirements, they will be approved for the trading permission. If rejected for a requested trading permission, clients cannot make that same request for 30 days, either in the application or later in Client Portal.

Question

Accepted Answer

MANAGE TRADING PERMISSIONS

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

Log into Client Portal.
Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
If you manage multiple accounts, select an account by clicking on the account number to popup the Account Selector.
Under Account Settings find the Trading section.

Click on Trading Permissions.
To add trading permissions, select Add/Edit or Request under the product you wish to trade and check the box next to whichever trading permission or program you want to request.
Once you have finished making your selections, click the CONTINUE button at the bottom of the page.
Take any associated knowledge tests, review any additional disclosures presented and continue through until you have completed all of the prompts.

Here you can select the products you wish to trade and take the associated knowledge test for that particular product.

Note

If clients do not have the requisite experience or knowledge, they can take a quiz that will be scored. If they pass the quiz (60%) and meet the other requirements, they will be approved for the trading permission.
If rejected for a requested trading permission, clients cannot make that same request for 30 days, either in the application or later in Client Portal.