UPGRADE OPTION TRADING PERMISSIONS
Use the button above to upgrade your option trading permissions or follow the below procedure:
- Log in to Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- If you manage multiple accounts, select your account within the Account Selector popup
- Under Account Settings find the Trading section
- Click on Trading Permissions
- From the Trading Permissions screen, select the Options section. Select the level of option trading permissions you wish to request.
- Complete the Experience and Trading Knowledge section shown at the top of the section
- Once you have finished making your selections, click the CONTINUE button
- Review financial information and investment objectives on the following pages and make any necessary changes
- Review any additional disclosures presented and continue through until you have completed all of the prompts.
Additional Information