To update your financial information, investment objectives and intended purpose of trading or investment experience:

  • Log in to Client Portal/Account Management
  • Select the  Settings **menu followed by **Account Settings and Financial Information. Click the Configure (gear) icon
  • Update the relevant fields
  • Click **CONTINUE **to advance through the screens
  • If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
  • Click OK.