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Authorized Trader

The Authorized Trader page lets you create sub accounts for authorized traders to access Trader Workstation and manage market data subscriptions in Account Management.

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To add the first authorized trader

Note: Use this procedure to add the first authorized trader. To add additional traders, refer to the following procedure.

  1. Log in to Account Management.
  2. Select Settings > Account Settings > Add Authorized Trader.

The Add Authorized Trader page opens.

  1. Enter all required information, then click Continue.
  1. Create a username and password for the trader, then click Continue.
  2. You will be asked to review a Proof of Authority disclosure. Read the form carefully, then sign the form by typing your name in the field provided.
  3. Click Continue.

To add additional authorized traders

Note: After you add the first authorized trader, you will follow the procedure below to add additional traders.

  1. From your home dashboard, click the + icon.

The Authorized Trader Information page opens.

  1. Enter all required information, then Continue.
  1. Create a username and password for the trader, then Continue.
  2. You will be asked to review a Proof of Authority disclosure. Read the form carefully, then sign the form by typing your name in the field provided.
  3. Click Continue.