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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 > Registration Information.

    2. You will be directed to Classic Account Management to complete this task.

  1. Make changes as required, then click Back.
  2. Verify your information, then click Back to submit your changes.

If you need to make further changes, click Back, then make corrections before submitting.

For more information