Tools / Subscription

Where do I respond to a Corporate Action?

Log in to Account Management and select Support > Tools > Corporate Actions.

Where can I request Market Data?

Log in to Account Management and select Manage Account > Trade Configuration > Market Data. On the Market Data page, place check marks for the subscriptions you wish to purchase. Press continue and follow the prompts on the next pages to confirm the request.

Where can I request Research subscriptions?

Log in to Account Management and select Manage Account > Trade Configuration > Research. On the Research page, place check marks for the subscriptions you wish to purchase. Press continue and follow the prompts on the next pages to confirm the request. Note: Subscriptions are monthly and not pro-rated. Therefore, if you dis-enroll in the middle of a month period, you will be charged through the rest of the month during the first week of the following month. However, you will not be charged for the following month.

What is the message center?

The message center is available in Account Management by selecting Support > Message Center. You may use the message center for direct contact with our clearing firm. Note: It is best to speak with Customer Service before using the Message Center as tickets may take 24-48 hours for a response. A customer service representative may be able to assist you immediately.