Account management
- Preferred Broker employer delinking
- Legal Entity Identifier (LEI) requirement
- Can I change the currency of my account?
- How can I open a sub-account in a different currency?
- Can I change my account name?
- What is the Appropriateness Test?
- How do I close my account?
- Can I give someone else access to my account?
- Can I revoke a Power of Attorney from my account?
- What happens with the account in the case of a client’s death?
- Monitoring your Portfolio