Why does the account application have agreements and disclosures?

US based advisors can create additional accounts of different types for US based clients either from an existing client account or from an unapproved application. This process reuses the information on an existing application and applies it to the new application. Advisors will only be required to provide the additional information needed to complete the new application. Each account created will generate a separate…

The fastest and most effective way to remedy the situation is to provide the requested information so that our records are complete. You should also log in to Client Portal and make any required changes to your personal information…

No, the account holder is created at the point of account application and is associated with account permissions, trading capabilities, and login access in addition to agreements, acknowledgements and disclosures.

It is not possible to change the account holder of an individual account…

Yes. A dedicated risk disclosure relating to crypto-assets is provided to clients they request Crypto-Asset Trading Permission. Clients are required to acknowledge this disclosure, confirming that they understand the risks associated with trading crypto-assets…