Can I create a second username for my account?

CREATE A SECOND USER

Individual account holders may add additional users to their account, either as a 2nd login for themselves (e.g., for accessing via an API) or for purposes of allowing another (non-employee/power of attorney) individual access to certain permissions within the account.

Use the button above or follow the below procedure to create a second user for your account:

  1. Log into Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Users & Access Rights section
  1. Click on Users & Access Rights
  2. Click on the Add "+" icon next to Users and follow the prompts on the screen.

Note

  • Up to two usernames can be created for the primary account holder on an individual account.
  • If you selected YES (secondary user for yourself), no third-party trading authorization form is required.
  • If a Limited Power of Attorney / Trader Authorization form appears as a pending task, it must be completed before the secondary user credentials become active.
  • Each username can have different market data subscriptions, as subscriptions are managed on a per-user basis.
  • A secondary username created on one account cannot be shared with or used on other accounts. If you need access to multiple accounts, a separate secondary username must be created for each account.
  • If a username you want is already taken (even by a previously canceled user), you must choose a different username.


Additional Information

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