How do I change my account type if I selected the wrong one?

If your account has been opened or if you started an application under the wrong account type, then you will need to start a new application. An account type cannot be converted to another account type. 

Follow the procedure below to keep your username when opening an additional account:

  1. Log in to Client Portal.
  1. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  2. Under Account Settings find the Trading section
  1. Click Open an Additional Account.
  2. Choose which option best fits the account type you wish to open and click Select.
  1. Follow the prompts on screen and complete the account application for the new account.
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