Setting up a Delegated Intermediary account is the same process as creating a standard CME ClearPort account. Check the box ”Enable” on the Accounts tab next to ”Delegated Intermediary (DI)” as highlighted below.
If a firm is not registered, they must visit www.cmegroup.com/clearport/registration.html and have a risk administrator at the firm register for Account Manager.
1. Create Delegated Intermediary account via CME Account Manager
2. Set Market Permissions for a Delegated Intermediary account
3. Set Broker Permissions
Note: only brokers enabled at the Delegated Intermediary parent account level will be available for all associated sub accounts
4. Set the risk levels of Delegated Intermediary account
Note: Delegated Intermediary trading sub accounts will inherit: SEG TYPE, CTI code. These fields will not be editable at the trading sub account level. Market permissions, product permissions, and broker permissions are also inherited from the clearing account but a Delegated Intermediary can select from the inherited permissions to set further controls at the sub account level.
Contact the onboarding team at EASE.AtYourService@cmegroup.com with any questions.
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