By default, advisor clients are unable to place orders, set up alerts, use risk navigator or subscribe to market data in their accounts. The Financial Advisor places orders from the Master Advisor account and allocates them into their clients' accounts. However, clients can ask their Advisor to grant trading access for their account.
The Advisor can enable or disable client trading access for a specific client sub-account following the procedure below. The client could then subscribe to market data (if they desire) and would only be able to trade his/her own account.
- Log in to Advisor Portal.
- Select Menu followed by Contacts & Accounts.
- Click Accounts and select client account number.
- In the Configuration panel, click the Configure (gear) icon next to Client Account Access Privileges and select "Trading Access Enabled".
- Click Save.
Please Note
- Only the Advisor Master or the Hedge Fund Investment Manager can change the trading access rights for an individual client account.
- Client accounts created as partitions cannot have client trading access.
- After the advisor enables client trading, the client can request a paper account. All other client accounts are not allowed to apply a paper account.
Additional Information
- How to view client information in our Users' Guide.
- Can an advisor client account trade for himself/herself?