Open topic with navigation

Account Alias

Account Alias lets you define an alias for your account. For example, you might want to define an account alias that is easier to remember than your account ID. If you are a master user, you can define an alias for any client or sub accounts that you manage. If you create an account alias, it will appear on your account statements and if your an Advisor Master, the account aliases will also be reflected in our trading platform.

Who can access Account Alias?

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

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Advisor Master User (master account only)
• Proprietary Trading Group Master User (master account only)
• Broker Master User (master account only)
• Investment Manager Master User (master account only)

To define an account alias

1. Click Settings > Account Settings.
2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account whose account alias you want to change.
3. In the Configuration panel, click the Configure (gear) icon for Account Alias.

4. Type the account alias in the Account Alias field, then click Save.

The popup window displays a confirmation message.

5. Click Close. Your new Base Currency is now displayed in the Configuration panel.