UPDATE FINANCIAL INFORMATION, INVESTMENT OBJECTIVES OR EXPERIENCE
Use the button above or follow the procedure below to update your financial information, investment objectives and intended purpose of trading or investment experience:
- 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 Account Profile section
- Click Financial Profile
- Select and update the relevant fields
- Click CONTINUE to advance through the screens
- If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
- Click OK.
You can find up-to-date trading requirements on our website. Be sure to read the notes at the bottom of the table as they contain important additional information. If you do not meet these requirements then you will not qualify for the trading permissions.
Additional Information
- Updating financial information, investment objectives or experience in the Client Portal Users' Guide.