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You are here: Settings > Account Settings > Configuration > Advisor Qualifications

Advisor Qualifications

The Professional Advisor Qualifications page lets you modify your advisor registration information. In order to be a Professional Advisor, you must qualify to trade Securities or Commodities Products. You do not need to qualify for both.

ClosedWho can access the Advisor Qualifications page?

You can access this page if you are an Advisor Master User Individual or Organization.

To modify your advisor registration information

  1. Click Settings > Account Settings > Professional Advisor Qualification.

  1. Select a Friends and Family or Professional and list a website address optionally. Then, click Continue.
  2. If you are a Professional Advisor, select your product qualification, then click Continue.

  3. Review your qualification details and make changes as needed, then click Continue.

  4. Review your Advisor Qualification details, then click Continue.

  5. The Completion screen appears. Click Ok to return.

For more information