Second User
By default, a trading account is configured to allow access for only one user profile, which is reserved for the account owner. Nonetheless, it is possible to create additional user profiles in Client Portal.
AAdding a new user via the Client Portal does not authorize another person to make legal transactions on your behalf.
If you wish to authorize someone to place trades or manage your account on your behalf, you must formally assign Power of Attorney (POA) by completing the following steps:
- Complete and sign the Power of Attorney (POA) document.
- Provide a valid ID and proof of address of the authorized person.
- Grant access rights after receiving email instructions following document approval.
For complete instructions and to obtain the required POA form, please contact your local service desk.
Login
- Open your browser and visit the Client Portal website
- Enter your username and your password
- Authenticate yourself via two-factor authentication
Adding a New User
In the menu at the top right corner, select Welcome and then Settings. Scroll down the Settings page and click on the Users & Access Rights option.
To add a new user profile (with limited access), click the plus (+) icon located next to the Users section.
On the next page, enter the login and contact details for the new user. This step only creates access, it does not grant authority to trade or manage the account. When you are ready, click Continue.
Granting access rights
On the next page, you will be asked to select the access rights for the new user.
Below is an overview of the most common access rights you can assign:
- View-Only – Allows the user to view account activity, positions, balances, and reports. Cannot place trades or modify settings.
- Trading Access – Allows the user to submit, modify, and cancel orders. Does not permit money withdrawals or changes to account settings.
- Funding Access – Allows the user to initiate withdrawal and deposit requests.
- Admin Access – Allows the user to manage other user profiles, permissions, and certain account settings.
Granting access rights does not legally authorize a user to act on your behalf unless Power of Attorney (POA) has been formally granted and approved by LYNX.
Please carefully review which access rights are appropriate for the intended purpose and level of trust. When you’re ready, confirm your selection by clicking the Continue button.
Take a moment to review and choose the appropriate access rights. Only grant access required for the intended use (e.g., view-only vs full access).
Reviewing the permissions
Once the access rights have been granted, a summary of your chosen access rights will be displayed. Review the summary carefully. If everything is correct, confirm by clicking Continue.
Important: Once confirmed, the access rights will be active unless revoked by you in the portal.
Subsequently, a confirmation code will be sent to the email address associated with your account. You will be required to enter this code in the Confirmation Number field and proceed with the confirmation.
On the final page, you will see a confirmation that your request has been submitted.
Confirming Proof of Trader Authority
Finally, you need to electronically sign the Proof of Trader Authority document, which can be found in the notifications. You can view the notifications by clicking on the bell icon located at the top right corner.
When you click on the Proof of Trader Authority item, you will see a list of Pending Items where you need to click the View button next to the Proof of Trader Authority item.
Confirm the document with an electronic signature by entering your first and last name (without accents). Click the I Agree button to complete. Signing the Proof of Trader Authority confirms that the person will have certain functional rights in your trading environment.
Please note: This does not replace the formal Power of Attorney process if you wish to legally delegate trading or account management.
The new user must then log in with their recently created credentials to Client Portal, where they will be prompted to change their password, confirm their email address and other details.
Disclaimer
Access rights are assigned under your responsibility. Please only grant access to individuals you trust and ensure that the access level is appropriate. Creating a user does not assign legal trading authority unless Power of Attorney is formally granted.
FAQ
How much time does it usually take to process a request for creating a new user?
Requests received by 11 AM Eastern Time are typically processed on the next business day.
How many users can I create for one person?
You can create a maximum of 2 users for one person.
This limit applies to login profiles. Creating a user does not automatically provide legal trading authority.
For how many individuals can I create users for one trading account?
You can create a user for a maximum of 5 people.
If I subscribe to market data for the main user, will it automatically apply to other users?
No, each user needs to individually subscribe to market data in Client Portal. Please note that if the user is not the account holder, they will incur fees for Non-Commercial Professional access.