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Account Type

Use the Account Type page to upgrade client accounts from a Cash account to a Margin account, or from a Margin account to a Portfolio Margin account. Before you can upgrade to a margin account, you must meet the eligibility requirements of those accounts. For more information on margin accounts, see the Margin pages, available from the Reference menu.

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

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

• Advisor Master User (can only view the Account Type of client accounts and cannot change it for the master account)
• Broker Master User (can also change the Account Type of Non-Disclosed client accounts)
• Investment Manager Master User (can only view the Account Type of client accounts and cannot change it for the master account)

To upgrade to a margin account

1. Click Manage Clients > Trading > Account Type.

If you are an Advisor, Broker or Investment Manager, use the Account Selector at the top of the page to select an account whose Account Type you want to view.

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.

2. View the Account Type setting for the selected account.