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Account Settings

Account settings are configurable settings associated with your account, rather than with you and your username. All account settings are accessible from a single Account Settings screen, available from the Manage menu.

Account settings are grouped as follows on the Account Settings screen:

• Profile - Modify personal information such as name and address for individual or entity account holders.
• Financial Information - Update your net worth and income information, investment objectives and investment experience.
• Trading Permissions - Specify the products you can trade where you can trade them.

Configuration

The Configuration section also displays your Customer Type (Individual, Joint, etc.), and your legal residence (state/province and country).

Users & Access Rights

• Displays a list of existing users, lets you add users and set their Account Management access rights, and create user roles. Security Officers can view account-level access rights and configure the number of authorizers.