How do I complete the Non-Professional Questionnaire?

COMPLETE QUESTIONNAIRE

Use the button above or follow this procedure to complete the questionnaire:

1. Log into Client Portal
2. If you are not presented with the questionnaire upon login, click the User menu (head and shoulders icon in the top right corner) followed by Settings
3. Under User Settings find the Trading Platform section

4. Click Market Data Subscriptions
5. In the Non-Professional Questionnaire panel, click the Configure (gear) icon
6. Use the Yes/No toggle buttons to update your answers to determine your subscriber status.

Please Note

• The questionnaire must be completed for each Username if you wish to have live date for that User. 

Additional Information

• Market Data Access: Professional vs Non-Professional Market Data Usage
• Detailed Description of what Qualifies Professional vs Non-Professional Use
• Assistance with Completing the Data Use Questionnaire