Additional Broker Authorizations

Fully Disclosed Brokers can opt into this program to modify additional settings in the client account. These authorizations are listed on the Client Account Details page for open and pending client accounts.

To grant and view additional broker authorizations

  1. The broker goes to Manage Clients > Settings > Full Service.

    2. The Full Service Broker Program Election pages appears.

  2. The broker clicks Enable in the following table:
  3. The broker clicks Continue to save their choice to opt in for full service.

For more information