Who can access the Account Type page?You can change your account type on this page if you are a(n):
- Individual, Joint, Trust or IRA Account User
- Small Business Account User
- Friends and Family Group Master or Client User (master user cannot change the Account Type of the master account)
- Advisor Client User Individual
- Advisor Client User Organization
- Proprietary Trading Group Master User
- Broker Master User (can also change the Account Type of Non-Disclosed client accounts)
- Broker Fully Disclosed Client User
- Fund
