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Modify Trading Permissions

You can edit the Money Manager trading permissions for one or more client accounts assigned to a Money Manager.

To modify trading permissions for a Money Manager

  1. Log into Account Management using your Master account username and password.
  2. Click Settings > Money Manager > Administration.


  1. In the list of Active Money Managers, click the Edit link in the Trading Permissions column for a Money Manager.

    Select one or more client accounts assigned to the Money Manager whose trading permissions you want to modify, then click the right arrow button to move those client accounts into the Selected Clients box.

  1. Click Edit Trading Permissions for Selected Clients.

  1. The client accounts for whom you are adding trading permissions are displayed in the Selected Client Accounts box. These are the client accounts that you assigned to the Money Manager on the previous page.

Modify products and countries for those client accounts as required, then click Save and CONTINUE.

To change the client account assignments, click the Edit Selection link, then click OKin the message box. You will be returned to the Assign Client Accounts page and you will lose any client assignments you already made.

Client account assigned to a Money Manager can only receive trading permissions for products and countries that they already have permission to trade as Advisor clients. For example, if a client account can trade stocks as an Advisor client, and you assign trading permissions for a Money Manager that gives the same client account trading permissions for stocks and options, then the Money Manager will only be able to trade stocks for that client account.

For more information