Procedures for adding a non-employee user are as follows: 

1. Log into Account Management.
2. Select the Account Administration and then User Access Rights menu options.
3. Click on the Add User button.
4. You will be presented with the Add New User and Access Rights page where you will need to specify the first and last name of the individual who you wish to provide access, the first five characters of the user name, a password, that individual’s email address, and relationship to the Account Holder.
5. Specify those functions which you which to provide access. These will be restricted to Report Management (activity statements, confirms, margin and tax reports), Trading Access (product/exchange configuration, paper trading account) and User Management (updating password, email address or personal information). User will not have access to the Funds Management or Account Administration functions and will therefore have no ability to perform tasks such as transferring assets, updating the information of the account holder, adding additional users or closing the account.
6. Click on the Continue button.
7. Verify details and click on the Submit button.
8. Provide electronic signature to the Limited Power of Attorney agreement and click on the Continue button.
9. If Trading Access has been provided, select the Home and Pending Items menu options and accept the Trader Authorization Form by clicking on the Continue button.
10. The account holder will then need to contact the individual added as a user and provide them with the user user name and password combination they have selected. 
11. The new user will need to log into Account Management and confirm their email address by entering the token confirmation number sent to the address as provided.  At that point another token confirmation number will sent to their email for the purpose of creating a new password and the user will then be prompted to fill out personal information on the New User Confirmation page and sign the Limited Power of Attorney agreement.
    
12. Please note user add requests are subject to processing which, after the above steps have been completed, may take up to 2 business days prior to access being provided. 

IMPORTANT NOTES:

1. In accordance with market data vendor requirements, the account will be assessed a separate market data subscription fee for each user account added.  In addition, user account market data subscriptions are tied to and cannot vary from that of the account holder.

2. Account holders may delete a user account by clicking on the delete link next to the user name located within the Account Administration and then User Access Rights menu options.