Article Content
Overview
Users can add a new brokerage firm to the system. Adding a new brokerage firm allows users to use this firm for future requests.
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
Creating a New Brokerage Firm
- From the New Trading Account screen, click the + Create New link.
+ Create New Link
- From the Create a New Brokerage Firm pop-up, enter the new Brokerage Firm Name in the Brokerage Firm Name field. The Brokerage Firm Name field has a 300-character limitation.
Brokerage Firm Name Field
- Click the Create button.
Create Button
- The new brokerage firm will be added to the Brokerage Firm field on the New Trading Account screen.
Brokerage Firm Field