Account and Administrative
Answers to common account and administrative questions
- Can I access my brokerage account(s) directly at the clearing firm's website?
- Can I add a beneficiary?
- Can I add a Transfer on Death designation?
- Can I connect my Composer account to other apps?
- Can I export my transfer and order history?
- Frequently Asked Questions - SIPC
- How do I cancel my Trading Pass?
- How do I change my Trading Pass from monthly to yearly, or vice versa?
- How do I reactivate my Trading Pass?
- How do I reset my password?
- How do I update my address?
- How do I update my phone number or email?
- How many brokerage accounts can an individual have?
- How to Close Your Account
- Referral Program
- Report a bug or provide feedback
- Tax Documents
- Trading Pass - Pricing & Billing
- Two-Factor Authentication
- What is a Trusted Contact?