User Help System

 

 

Create New Account

Use the Account function to view, create and configure clearing and trading accounts (including trading sub-accounts). Account configuration includes platforms / services, broker permissions and credit controls.

Clearing Account Settings

Clearing Firm, unique account number, relationships to entities, asset manager, account type (House, customer, CTI, margin) and whether the account will use Portfolio Margin Futures or Delegated Intermediary.

Example: Clearing Account Fields

The Clearing Account Settings pane includes a button to minimize its appearance.

Additional instructions illustrate the process, including venue specific fields, to set up an account enabled for:

Available selections and fields are determined by CME Group based on requested trading venues / platforms.

 





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