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You are here: Settings > Account Settings > Configuration > Debit Card Signup for Clients

Debit Card For Clients

Advisors and Introducing Brokers can enable debit card applications in Account Management for their clients.

ClosedWho can access the Debit Card for Clients page in the Manage Clients menu?

You can access this page if you are a Financial Advisor or an Introducing Broker.

To enable Debit Card for Clients

  1. Click Settings > Account Settings > Debitcard Signup for Clients.
  2. Select the Yes toggle button.
  3. Click Save.