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Close Account

Broker Master Users and Proprietary Trading Group STL Master Users use this Close Account page to submit a request to close a non-disclosed client account or sub account. If you have one or more open client/sub accounts, your request to close your account will not be processed until all client/sub accounts are closed.

For USD-based accounts, we will initiate an ACH transfer based on an ACH bank instruction you have on file. If you have more than one ACH bank instruction on file, you will have the opportunity to select one. If you do not have any ACH bank instructions, we will issue a check to your U.S. mailing address on file. For all non-USD based accounts, we will issue a wire based on the banking instruction on file.

These instructions describe how to use the Close Account page in Account Management. The instructions on the Close Account page summarize the steps that you must take to close your account. For a more detailed description of the account closure process, see How to Close Your Account.

Who can access the Close Account page in the Manage Clients menu?

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

• Broker Master User (fully disclosed and non-disclosed client accounts)
• Proprietary Trading Group STL Master User

To close an account from Account Management

1. Click Manage Clients > Create and Link Accounts > Close. Proprietary Trading Group STL Master Users click Manage Traders > Close.

2. If you have a master account, use the Account Selector to search for client or sub accounts by Account ID, Account Title or Account Alias, then click the client or sub account you want to close.

You must close all client accounts that you manage before you can close your own account.

3. Read the instructions on the page carefully. If your account is USD-based, we will initiate an ACH transfer based on an ACH bank instruction you have on file. If you have more than one ACH bank instruction on file, select the one you want to use from the drop-down list.
   If you do not have an ACH bank instruction on file, we will issue a check. Verify your US mailing address displayed on the screen.
4. Specify the reason you are closing your account by clicking the appropriate check boxes.
5. Click Submit.
6. Click Cancelon the next page if you change your mind and do not want to close the account.

The Close Account page will display the status of your request.