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:
- Log into Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Users & Access Rights section
- Click on Users & Access Rights
- 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