How do I make a PA dealing request?
Follow these steps to request to make a personal trade:
- From your Home screen, on the left menu click on the PA Dealing icon (the one that looks like a wallet)
- Click on the green NEW REQUEST button and complete the fields
- Many requests are approved (if on the firm’s Whitelist) or denied (if on the firm’s Blacklist) automatically
- However, your request might need to be approved by a Compliance Officer. If so, you will receive an update after you have submitted your request.
You can find out more about making a PA Dealing request here.