Can I receive electronic confirmation of opening an account?

You can open a TBSZ directly in the Client Portal or initiate it as a new customer on the website, just like opening any other account. For existing customers, the account opening process takes only a few minutes.

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The Initial Margin requirement is the minimum amount which is required to open a new position. Initial Margin may be a component used in various calculations, such as Available Funds.

More information on margin…

Customizable functions in the DAM tool include: 

• Registration: Use our Electronic Client Application (ECA) capabilities to automate the account opening and initial account funding process.
• Funds & Banking: Use our Funds & Banking (FB) capabilities to automate wire deposits/withdrawals, internal cash/position transfers, external position transfers, and more…

Yes, you can prepopulate a client's application. From the Dashboard, go to Contacts & Accounts and click Add Account. Under Application Type, select the radio button for a Semi Electronic Application.

The client will receive an email containing a link to an electronic application. If the client initiates an Individual account application, the application will be prepopulated with the information stored in the CRM prospect record…