Updating Personal or Account Information

Some personal or account information can be managed in the platform. Other changes are handled by Support as operational account-update requests.

Account settings and permissions

The Account area is where users manage platform settings and account-related workflows. Depending on permissions, it may include personal settings, security or sign-in settings, trader settings, API keys, account history, and funding.

Common Account questions include:

Where do I manage personal settings?
Where do I manage password or sign-in settings?
Where do I manage trader settings?
Where are API keys?
Where can I review account history?
Where do I start funding?
Why is a trading product or platform feature unavailable?

Some settings are informational or self-service. Others depend on account approval, product entitlement, risk controls, or compliance review.

When a setting or feature is unavailable

Some Account areas, tabs, settings, or trading features may not appear for every user. Availability can depend on account type, product approval, permissions, risk controls, compliance review, or other account-specific requirements.

Contact Support if you need help with:

Missing account tabs or permissioned features.
Product approvals for equities, options, margin, short selling, API access, or advanced workflows.
Password, sign-in, or security settings that are missing or not working.
Account records or settings that are not available for self-service.
Any disputed account status, restriction, or trading permission.

Information you may need Support to update

Contact Support if you need to update information such as:

Address or contact details.
Employment status or unemployment status.
Tax elections or tax-related account information.
Tax-lot or disposition-method requests, such as FIFO, LIFO, or mark-to-market-related requests.
Legal name or identity details.
Account identifiers or regulated account records.
Other information that is not available to update directly in Account settings.

How to contact Support

To request an update, submit a support ticket or use live chat in the Support tab in the app.

When contacting Support, include the information you want to update and any relevant details about the change. Do not send sensitive documents unless Support specifically asks for them through an approved channel.

Review requirements

Some updates may require review before they can be reflected on your account. Review requirements can depend on the type of information being changed, account type, regulatory requirements, or other account-specific factors.

Support can review legitimate update requests securely and will let you know if additional information or documentation is required.