This menu bar represents the same menu bar found when you're logged into our Account & Trading platform.
To view the details of each section, please select the desired menu choice.

The 'CUSTOMIZE' Menu
[The Customize menu has 2 choices: Preferences & Change Password.]

Preferences Tutorial

The Preferences menu has 2 tab selections, Contact and Notification. The Contact tab allows you to change your phone and/or e-mail contact information. Simply click on the 'Change' link corresponding with the information you wish to change, enter your new phone number or e-mail address and click the 'Submit' button.

The Notification tab provides you with the option to have your daily statements and/or exchange & trading reports emailed to you. To activate either option, click the corresponding 'Change' link, enter your e-mail address and click the 'Submit' button. To disable either email service, simply remove your e-mail address and leave it blank.

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Change Password Tutorial

The Change Password screen allows you to change your account password. When your account is first activated, you will be provided with a temporary password. It is highly recommended that you change this password immediately upon logging into your account for the first time. When you choose Change Password from the Customize menu, you will be presented with the following screen...

Simply enter the provided temporary password in the Old Password field or current password you wish to change and then your new password in the New Password and Confirm New Password fields. Click the 'Submit' button to make the change take effect.

You may change your password as often as you like. When creating a password, it is suggested to use a combination of letters, numbers and symbols. Passwords are case sensitive.

Your password will only be known by you. If you forget or lose your password, please contact client support for further assistance.

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