We provide Advisors with the ability to “White Brand” specific areas of our software and documentation. White Branding gives you the ability to display your own logos and company information on our trading platforms and reporting systems, including Trader Workstation, WebTrader, Account Management, statements, our registration system and the TWS Users’ Guide.
You set up your White Branding from the White Branding page in the Account Settings section of the Advisor Portal.
To set up white branding
Click Settings > Account Settings and from the Configuration panel click the configuration (gear) icon next to White Branding.
Click White Branding ID and enter a White Branding ID from six to ten characters long including letters, numbers and underscore characters ( _ ). You can change your White Branding ID at any time.
Click Save.
Click each section that represents the category you want to white brand, then follow the instructions in the section to enter the required information. Click Save in each section to enter the information into our system.
Changes made before 5:00 PM EST go into effect 8:00 PM EST the same
day. Changes made after 5:00 PM EST will take effect the following
day 8:00 PM EST.
