Instructions
The Reopen Account page lets you re-open an account that has been closed. If you close your account, you can continue to access Advisor Portal with your account username and password. For example, you may want to access statements, check fund status or change your password after your account has been closed. Only closed accounts have access to this page.
To submit a request to reopen your account, you must meet the following requirements:
- The date your account was originally opened must be after January 1, 2002. If your account was opened before that date, you cannot re-open it using the Reopen Account page in Advisor Portal.
- Your account must be AML-compliant. This means that your account must meet our Anti-Money Laundering requirements. (Most closed accounts meet this requirement, but some may not.)
- If you are submitting a request to re-open a client or sub account, the Master account must be open.
Submit a Request to Reopen Your Account
- Login into Advisor Portal. Note that Advisor Portal for closed accounts displays an abbreviated menu.
- Click Settings > Account Settings > Reopen Account.
The Reopen Account page displays.
- Before you can submit your request to re-open your account, you must update your trading permissions (which products you want to trade in which countries), and your market data subscriptions.
- Click the Update Trading Permissions link.
- Follow the instructions on the screen to select the products you wish to trade and the countries in which to trade them.
If the account does not meet the trading experience, knowledge or financial criteria required to trade the products you select, we provide a specific error message and a link to submit a request to update this information.
- Click Manage Account > Account Settings > Close Account > Reopen to display the Reopen Account page again.
- Click the Update Market Data Subscriptions link.
- Follow the instructions on the screen to select market data subscriptions.
If your account has an expired W-8 form (if it was completed more than four years before the date of your re-open request), an Update W-8 link appears. Click the link and submit an updated W-8, then return to the Reopen Account page and complete your request.
- Click Manage Account > Account Settings > Close Account > Reopen to display the Reopen Account page again.
- Click Back.
- You will receive a confirmation number via email. Enter this confirmation number on the screen in the field provided on the Reopen Account page.
The screen updates to inform you that your request has been submitted and is pending approval.
