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Manage Administrators

Use this page to view, add, or remove Adminstrators to your account. Administrators are given access to your trading account through reporting functions, including Statements.

To add an Administrator by entering an account ID

1. Click Settings > Account Settings> Configuration > Manage Administrators.

2. Click the "+" icon to Add Administrator.

The Add Administrator screen opens.

3. Type the account ID of the Administrator you want to add in the field provided, then click Continue.

Your link request will be sent to the Administrator, and the Administrator will be listed in the Pending Administrator section of the Manage Administrators page. Once the Administrator accepts your request, he or she will be linked to your account, and you can assign client/fund/sub accounts to the Administrator.

To View Administrators

Click Settings > Account Settings> Configuration > Manage Administrators then select the icon.

To Search For Administrators

Search for administrators by using the icon. You will be directed to the Administrator Marketplace.

To Remove Administrators

Remove an administrator by selecting the icon next to their name.