To be eligible for this program, you need to have a cash or margin account with at least 1 of the following:
- A net worth of at least $100,000
- An account value greater than $50,000
- An annual income greater than $50,000
- More than 5 years’ trading experience of any kind
Once every 3 years, we’ll send you a request to update this information. Or, to update sooner, call us any time.
Even if you don’t meet any of those requirements today, by consenting to participate, upon eligibility, we’ll auto-enroll you as soon as we know you qualify.