Alert Notifications

Instructions

Alert Notifications let you select your default alerting methods. You can select your default email address, set an SMS (Short Message Service) address to receive SMS text message alerts on your mobile device, or choose not to receive alerts at all.

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

  • Individual, Joint, Trust or IRA Account User
  • Small Business Account User
  • Family Advisor, Non-Professional Advisor or Client
  • Advisor Master User (master account only)
  • Advisor Client
  • Proprietary Trading Group Master User
  • Broker Master User (master account only)
  • Broker Client
  • Investment Manager Master User
  • Fund

To configure your alert notification

  1. Click Settings > Communication > Alert Notifications.

    Image of the alert notifications panel in Portal.

  2. Select your default alerting method from the Destination drop-down. Select No Alerts if you do not want to receive alerts, your default email address or, if you have already configured one, your SMS address.

    If you have not yet created an SMS address for your account but would like to create one and select that as your default destination for alerts, click the Configure SMS Alerts button, configure your SMS Address, then return to the Configure Alert Notification screen to select that SMS Address.

  3. Click Save.

 

Additional Resources