The Investor Category is a dynamic section of Client Portal driven by the financial information provided on the account. It allows you to answer a series of questions to determine if you qualify to trade a wider range of trading products than what is available to a standard investor. You will be able to access it also as a Pending Item on the home page until you complete the page.
The Investor Category page presents up to five different investment categories on a series of screens: Eligible Contract Participant (ECP), Accredited Investor (AI), Qualified Purchaser (QP), Qualified Institutional Buyer (QIB) and AURS (only for Australian clients).
Each screen contains questions that helps us determine whether you qualify to trade additional products. If you answer Yes to some questions, additional questions may appear.
To review your investor category:
- Log in to Client Portal
- Select the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Account Profile section
- Click Investor Category
Additional Information
- Information on Investor Category available in our Client Portal User Guides.