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Account Alias

The Account Alias page lets you define an alias for your account. For example, you might want to define an account alias that is easier to remember than your account ID. If you are a master user, you can define an alias for any client or sub accounts that you manage. If you create an account alias, it will appear on your account statements and if your an Advisor Master, the account aliases will also be reflected in our trading platform.

Who can access the Account Alias page?

You can access this page if you are a(n):

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Advisor Master User (master account only)
• Proprietary Trading Group Master User (master account only)
• Broker Master User (master account only)
• Investment Manager Master User (master account only)

To define an account alias

1. Click Manage Account > Settings > Account Alias.

2. Type the account alias in the Account Alias field, then click Continue.

The page refreshes and displays a confirmation message.