Cryptocurrencies Trading Permission

Instructions

Before you can trade Cryptocurrencies, you need to request "Cryptocurrencies" trading permissions. To do so, follow the steps below.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Trading > Trading Permissions.

  2. The Trading Permissions panel displays your current permissions. Select Add/Edit under Cryptocurrencies.

    The cryptocurrencies trading permissions button in client portal.

  3. If applicable, review the Crypto Provider's Customer Agreement, type your name in the box that reads Sign Here, then click Continue.

  4. Read and acknowledge the legal documents and disclosures by clicking each link. After reading through each document, type your name in the box that reads Sign Here, then click Continue.

    The review page for trading permissions and experience changes in client portal.

  5. Trading permissions may take up to 24 hours to be approved.

    The confirmation page for trading permissions

 

Additional Resources