Article Content
Add an Existing Brokerage Firm
Overview
Users can use an existing brokerage firm when adding a brokerage firm to a new trading account.
Related Information/Setup
Please see the Creating a New Trading Account article for more information on creating a new trading account.
Navigation
- From the Home screen, click the Home dropdown menu.
Home Menu
- Click the Employee Portal link.
Employee Portal Link
- From the Personal Trading screen, click the + New Trading Account button.
+ New Trading Account Button
Add an Existing Brokerage Firm
- From the New Trading Account screen, click the Add Existing Brokerage Firm link.
Add Existing Brokerage Firm Link
- From the Add Existing Brokerage Firm pop-up, select an existing brokerage firm by clicking on the + Add link next to the brokerage firm.
+ Add Link
- (Optional) Enter a keyword in the Search field if you cannot find the brokerage firm you are looking for on the most recently create list.
- When a brokerage firm has been selected, click the x icon to close the Add Existing Brokerage Firm pop-up and return to the New Trading Account screen. The brokerage firm chosen will appear in the Brokerage Firm field.
X Icon