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Alert Notification

Alert Notifications let you select your default method of receiving alerts. You can select your default email address, set an SMS (Short Message Service) address to receive SMS text message alerts on your mobile telephone device, or choose to not receive alerts at all.

Who can access the Alert Notification screen?

You can access this screen if you are a(n):

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Group Master or Client
• Advisor Master User (master account only)
• Advisor Client
• Proprietary Trading Group Master User
• Broker Master User (master account only)
• Broker Fully Disclosed Client
• Investment Manager Master User
• Fund

To configure your alert notification

1. Click Settings > User Settings.
2. In the Communication panel, click the Configure (gear) icon for Alert Notification.

The Configure Alert Notification screen opens in a popup window.

3. Select your default method of receiving alerts from the Destination drop-down. Select your No Alerts if you do not want to receive alerts, your default email address or, if you have already configured one, your SMS address.

• If you have not yet created an SMS address for your account but would like to create one and select that as your default destination for alerts, click the Configure SMS Alerts button, configure your SMS Address, and then return to the Configure Alert Notification screen to select that SMS Address.

4. Click Save to save your changes.