Edit Main Account

This feature allows the User to edit the Main account details. Note: The User may use the Across Exchange Mode to edit the Main Account at multiple Exchanges simultaneously, as long as that account exists at each selected Exchange.

  1. From the drop-down, select Edit Main Account.
  2. The User can edit the following:
  • Main Account Number
  • Effective or Expiration Date
  • Account Title
  • Omnibus Indicator
  • Non-Member Indicator

NOTE: The Account Type field cannot be modified; the user must instead expire the Main Account and create a new Main Account record using the Copy Main/Training Account(s) function noted above.

  1. After the appropriate fields have been updated, click Submit. A confirmation message will display above the Account Details stating that the account has been updated.