Add a User to an Account

Before a customer can access an account's data or submit a trade on the account, the customer must be added to the account.

To add a user to an account:

  1. Navigate to the account's "Basic Details" tab.
  2. Under "Trading Access," select the user to add and the Tag 50 value to use. The Tag 50 value is optional if the user had a default Tag 50 set.

To remove a user from an account, simply press the red "x" next to the user's name under the "Trading Access" header.