Select Accounts from the left navigation menu in the Client Portal to review and manage the trading accounts available to your profile.
Account categories
Sign in to the Client Portal.
From the left navigation menu, select Accounts.
Choose Live accounts, Demo accounts or Archived accounts.
Live accounts: Trading accounts that use real funds.
Demo accounts: Practice accounts that use virtual funds.
Archived accounts: Accounts that have been moved out of the active account view.
Open a new account
Select Open New Account. Choose an available account type, select Continue, then complete the account-type and configuration fields displayed. For a Demo Account, set Account type to Demo. A new Demo Account with USD as its base currency is automatically created with USD 100,000 in virtual funds.
Review an account card
Each account card displays key identifiers and account information, such as the account type, trading platform and account number. The exact financial metrics and actions shown can depend on the account and its status.
Use only the actions displayed on the relevant card. For example, Deposit and Trade may be available for an eligible account.