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Research

The Research Subscription screen lets you sign up for news, information and research services.

Research subscriptions are terminated if you have not logged into Trader Workstation for 60 days. Click here for more information.

Who can access the Research Subscriptions screen?

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

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Group Master or Client
• Advisor Master (master account only)
• Proprietary Trading Group Master
• Proprietary Trading Group Sub Account User
• Broker Master
• Broker Fully Disclosed Client
• Broker Omnibus Client
• Investment Manager Master
• Fund

To subscribe to news, information and research

1. Click Settings > User Settings.
2. In the Trading Platform panel, click the Configure (gear) icon for Research Subscriptions.

The Research Subscription screen opens.

The screen shows all of your current news and research subscriptions as well as any third-party research logins.

3. Click the Configure (gear) icon in the Current Subscriptions panel.

The Configure Research screen opens.

This screen shows all available news, information and research and their subscription prices.

4. Select YES for each subscription you want to select.
5. To unsubscribe from news and research,select NO.
6. When you are done, scroll all the way to the bottom of the screen window and click CONTINUE.
7. Review your subscriptions. If they are correct, click CONTINUE.
   If you want to make changes, click Back and subscribe/unsubscribe as desired.
8. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Type the confirmation number you received in the field provided, then click CONTINUE.
9. Click Ok.

News and research subscription updates take effect immediately under normal circumstances.