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Profile

The Profile page lets you modify information for individuals or entities associated with your account. You can modify the following information:

• Name and address
• Personal information such as birthday and marital status
• Legal identification
• Employment information
• Regulatory information
• Phone numbers
• Tax Identification Number

Who can access the Profile page?

You can access 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
• Advisor Master User Individual
• Advisor Master User Organization
• Advisor Client User Individual
• Advisor Client User Organization
• Proprietary Trading Group Master User
• Broker Master User (master account only)
• Broker Fully Disclosed Client User
• Broker Fully Disclosed Client User Organization
• Investment Manager Master User
• Fund

To update information on the Profile page

1. Click Manage Account > Account Information > Details > Profile.

Depending on the type of account you have, you can:

• Modify your own account information.
• Modify the account information for an existing individual or entity associated with your account.
• If you are a Trust account (Individual or Advisor Client), or a Partnership account, you can update the beneficiary ownership percentage. Trust accounts can add Entity Trustees, including Employee information.
2. Do one of the following:
• To modify the account information for an existing individual or entity associated with your account, click the appropriate Modify link, then modify the information on each page as required, clicking Continue when you are finished with each page.
• Add individual or entity account users by clicking the Add Individual or Add Entity button, respectively. If you add an entity trustee, you also can add information about an employee of that entity on an additional page.

• To update the regulatory information for an existing individual or entity associated with your account, click the appropriate Modify link, then click Continue until the Regulatory Information page opens. Click Continue when you are finished updating the information.

3. To add or edit phone numbers, and to designate a phone number as the one you want to use to receive messages from us, click Edit Phone Numbers.

• On the Edit Phone Numbers page, select the type of phone number (Home, Work, Mobile, etc.), your country and the number.
• Click Add Number to add a new number to your account. For example, if you want to add a new mobile phone number.
• Click the Use for Messaging check box to designate a mobile phone as the one you want to use to receive text messages from us.
• Click Time to indicate a specific period of time during which you want to use a specific phone number, and a time zone.

4. Click Continue to make more changes on the next page, which includes date of birth, country of citizenship, Tax ID numbers and other similar identifying information.

5. Click Continue when you have finished making changes.
6. Verify your information on the next page, and then click Back.

If you need to make further changes, click Back, then make corrections before submitting.

7. Enter the confirmation number sent to you via email, then click Continue.
   If you have not received a confirmation number, click Request Confirmation Number to request that a new confirmation number be sent to your email address on record.