Open topic with navigation

You are here: Settings > Account Settings > Client Approvals

Client Approvals

A fully disclosed broker may choose to review each new account application. This feature allows brokers to enable and disable the option to review client applications. If enabled, the new account request must be approved by the broker before it comes to us for approval.

To access this feature, you must be a fully disclosed broker and have "client approvals" access rights to see this item in settings.

To configure client approvals

  1. Click Settings > Account Settings.
  2. The Broker Portal Account Settings page appears.
  3. From the Configuration panel, click the Configure (gear) icon next to Client Approvals.
  5. In the Client Approvals dialog box, click Yes to approve all client applications and options trading permissions and then click Save.

  6. A dialog box displays stating that you have successfully updated your client approval settings. Click Close.