Use the button above or follow this procedure to complete the questionnaire:

  • Log into Client Portal/Account Management
  • If you are not presented with the questionnaire upon login, select the Settings menu followed by User Settings
  • In the Trading Platform panel, click the Configure (gear) icon for Market Data Subscriptions
  • In the Non-Professional Questionnaire panel, click the Configure (gear) icon
  • Use the Yes/No toggle buttons to update your answers to determine your subscriber status.

Please note that the questionnaire must be completed for each Username if you wish to have live date for that User.

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