In this section we will describe the procedures for managing the IP Restrictions. Please be aware that all the changes you submit will not be enforced immediately but will take effect overnight (after our servers have restarted).
Access and Permissions
Who can access the IP Restrictions screen?
You can access this page if you are a/an:
- Individual, Joint, Trust or IRA Account User
- Small Business Account User
- Family Advisor, Non-Professional Advisor or Client
- Advisor Master User
- Proprietary Trading Group Master User
- Broker Master
- Broker Client
- Investment Manager Master
- Fund
Manage IP Restrictions
How can I create an IP Restriction?
- From your Client Portal, click on User menu (head and shoulders icon in the top right corner) followed by Settings
- Then select Security and IP Restrictions
- Click Add IP Restriction
- In the Trader drop-down, select a trader. You can select any user that you have added to your account, including yourself
- In the Enter IP Address field, type the IP Address you want to whitelist. This will be the IP Address from which the selected trader will be able to access the trading platforms
- Click Continue
- If you are not yet enrolled in the Secure Login System for two-factor authentication, you will receive an email containing a confirmation number. Enter the confirmation number and then click Continue
- Click Ok
How can I create an additional IP Restriction?
- Should you want to enter an additional IP Restriction for an user, use the same procedure outlined above. The new restriction that you create will be added to the existing set. You can create as many restrictions as you like.
How can I modify the IP Address of an existing IP Restriction?
- Should you want to modify an existing IP Restriction, first remove it completely (see the procedure below) and then enter the new one.
How can I remove an IP Restriction?
- From your Client Portal, click on User menu (head and shoulders icon in the top right corner) followed by Settings
- Then select Security and IP Restrictions
- Each user with IP Restrictions is displayed on an expanding/collapsing row in the section Active IP Address Restriction. Click on > to expand the row for the user whose IP Restriction you want to remove
- Click the X icon corresponding to the entry you want to remove. The trader will no longer be restricted to that IP address
Pending Request
How can I confirm a pending IP Restriction request?
This procedure applies only to users who are not yet enrolled in the Secure Login System for two-factor authentication:
- From your Client Portal, click on User menu (head and shoulders icon in the top right corner) followed by Settings
- Then select Security and IP Restrictions
- Each user with pending IP Restrictions is displayed on an expanding/collapsing row in the Pending section
- To confirm a pending IP Restriction, click the row to expand it, enter the confirmation number we sent to your email address and click Continue. If you have not yet received the confirmation number or you lost the email, click Resend Confirmation Number to receive a new one
- Click Ok on the last screen
How can I cancel a pending IP Restriction request?
- To cancel a pending IP Restriction, click the row to expand it and then click the X icon. The entry will be immediately deleted.
Additional Information