Expiring Main Account

This feature allows the Main account and all of its associations (trading accounts and owners/controllers) to be expired. Note: The User may use the Across Exchange Mode to expire the Main Account at multiple Exchanges simultaneously, as long as that account exists at each selected Exchange.

1. From the drop-down, select Expire Main Account.
2. The Expire Main Account section will display.
3. Enter the Expiration Date (MM-DD-YYYY) manually or use the calendar icon to select the expiration date.
4. Select the Submit button.
5. A Message Box will display asking the User to confirm the expiration of this account. Select OK to continue the expiration, or select Cancel.

Editing Main Account: Expire Account Screen

6. If OK was selected, then a confirmation message will display above the Account Details section stating that the account has been expired.

NOTE: Once the main account has been expired, the only way to view this account and all its associated trading accounts is to click the “SHOW EXPIRED” box when submitting a search.