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.
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 another user, simply click on the plus (+) icon located on the right side of the Users section.
On the following page, provide the login credentials and contact information for the new user. When you are ready, click Continue.
Granting access rights
On the next page, select the access rights you wish to grant to the new user. Take a moment to carefully review and choose the appropriate access rights. Once you have made your selection, confirm it by clicking on the Continue button.
Reviewing the permissions
Once the access rights have been granted, a summary of your chosen access rights will be displayed. Review the summary and confirm your selection by clicking on the Continue button.
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.
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.
Please note that if you create an additional profile for someone other than the owner of the trading account, you will be required to provide us with their ID and a copy of their power of attorney with certified signatures. For further information and instructions on how to complete the power of attorney form, please contact your local service desk.
Requests received by 11 AM Eastern Time are typically processed on the next business day.
You can create a maximum of 2 users for one person.
You can create a user for a maximum of 5 people.
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.