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Client Trading

The Client Trading page lets you enable or disable trading for a specific client account. Changes made on this page do not take effect until the next business day.

Who can access the Client Trading page?

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

• Advisor Master User Individual
• Advisor Master User Organization
• Multiple Funds Hedge Fund Investment Manager

To enable or disable client trading

1. Click Manage Clients > Trading > Configuration.
   
2. Use the Account Selector to search for a client account by Account ID, Account Title or Account Alias, then click the desired account. 
   

The Account Selector is closed once you select an account. To change the selected account, click the tab to open the Account Selector, and then click a different account.

The Client Trading page opens.

The current trading status (Enabled or Disabled) of the selected client account appears.

3. To enable trading for the client account, click the Enable link.
   To disable trading for the client account, click the Disable link.