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Financial Information

The Financial Information page lets you change the following financial information for your account, which you originally entered into your account application:

• Investment objectives
• Investment experience
• Net worth and annual income

Who can access the Financial Information 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 change your financial information

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

2. Update your investment objectives, investment experience and financial information as required, then click Back.

Single and Joint account customers also access a section called Additional Sources of Income. Select one or more additional sources of income from the list of possible sources, then enter the annual percent of income and description for each selected income source.

3. Verify your changes, then click Continue.
4. If you need to make further changes, click Back, then make corrections before submitting.
5. 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 have a confirmation number sent to your email address on record.