MEXEM FAQ Tags

client

My Account & Login

How do I create a watchlist?

You can create a watchlist through the Client Portal after logging in.

Read More

General Questions

Why did Client Portal log me out?

To ensure security, your Client Portal session times out after 60 minutes of inactivity, a non-adjustable system setting. If you're logged out earlier, try clearing browser cookies and cache, testing different browsers, checking logout behavior on your smartphone, or restarting your modem and computer. Contact MEXEM Client Services if needed.

Read More

My Account & Login

Why can I log in to Client Portal but not TWS?

If you can access Client Portal but not trading platforms, your login credentials aren't the issue. Possible reasons include your account application under review, your account being managed by a financial advisor, or a new user creation requiring 24 hours to activate.

Read More

My Account & Login

Why are my market data subscriptions pending?

You may need to complete the Non-Professional Questionnaire for each user in Client Portal or meet market data subscription minimum and maintenance equity balance requirements. More information is available in related guides.

Read More

My Account & Login

Why am I unable to close my account?

If you struggle to close your account despite following the Users' Guide, ensure that you've removed your -F account (if applicable), and have a saved bank wire instruction in your account's base currency. If problems persist, contact Client Services.

Read More

My Account & Login

Where can I find my account number?

If you are in Client Portal/Account Management, click the Portfolio menu option. Your account number will be to the right of the word Portfolio.Please Note: In case you set up an account alias, it will be shown in the place of the account number in the Portfolio page...

Read More

Funds & Banking

When will my deposit be credited to my account?

Check your deposit status in Client Portal or Message Center. Funds credit time depends on the transfer method: wires can take up to four business days, ACH transfers depend on the amount and time of submission, checks have a 6-day hold, online payments are credited instantly, and specific processes for Canadian transfers and IRA contributions apply.

Read More

General Questions

What types of APIs are available?

MEXEM offers APIs: Trader Workstation (TWS API) for clients with trading access; WT Web API for white-branded advisors and introducing brokers; Client Portal Web API beta for all clients providing a RESTful interface; 3rd Party Web API for vendor connections. Further information is available on the MEXEM website.

Read More

My Account & Login

What should I do if I believe that my account has been hacked?

If your account is hacked, contact your local Client Service Center immediately to verify your identity and protect your account. They'll impose restrictions, freeze funds, issue a new password, and review unauthorized activity. You may need to file a police report.

Read More

Trading

What determines how much cash is Available for Withdrawal in a Cash account?

Cash accounts cannot access sale proceeds until the transaction has cleared and settled, usually after two business days. Recently deposited funds may face withdrawal restrictions. "Available For Withdrawal" reflects settlement times and deposit holds. See our website for more details on withdrawal limitations.

Read More

Trading

What are the tickers for spot gold and spot silver?

Ticker symbols are XAUUSD for spot gold and XAGUSD for spot silver. Apply for Metals trading permissions in Client Portal/Account Management. MEXEM Spot Gold and Silver trading is unavailable for residents of the U.S., Canada, Australia, Japan, and Hong Kong.

Read More

General Questions

Is my account insured?

lients of Interactive Brokers Ireland Limited are protected by the Irish Investor Compensation Scheme (“ICS”). The ICS is intended to help private individuals and does not cover institutions and professional clients. Compensation under the ICS is limited to 90% of the amount lost, subject to a maximum of €20,000 to each investor. The coverage provides protection against the failure of the investment firm, not against loss of market value of financial products.

Read More

My Account & Login

Is it possible to have more than one paper trading account?

Each MEXEM account can have one paper trading account. For an additional one, create a new linked account, fund it (internal transfer possible), create a second username with trading rights, and request a paper trading account via Client Portal/Account Management.

Read More

My Account & Login

Is it possible to change the Financial Advisor on my account?

Should you wish to change financial advisors, please contact Client Services and ask for the form Authorization to designate a new financial advisor .Documents can be submitted by either replying and attaching the form to the email you received from MEXEM or by attaching the form to an inquiry ticket which can be created in Client Portal or Account Management.

Read More

Trading

I have knowledge about option trading but not the required experience. Can I trade options?

Traders lacking minimum trading experience can request options trading permissions, but must pass a proficiency exam. If the session times out before exam completion, re-login to Client Gateway and submit a new request to repeat the process.

Read More

General Questions

I am a Non US Person or Entity. When will be my tax forms be ready?

Visit MEXEM's Tax Information and Reporting page, specifically Reports and Dates, to find available tax forms and posting dates. Access these through Client Portal/Account Management under Reports then Tax.

Read More

My Account & Login

How do I update my W-8BEN form?

To update your W-8BEN tax form, log in to Client Portal/Account Management. Go to Settings, Account Settings, and select the user's profile. Click the "i" icon next to the user's name. Update Tax Forms at the bottom, specifically item 7 for residency change. More details in the Client Portal Users' Guide.

Read More

My Account & Login

How do I obtain tax statements for a closed account?

After closing an account, account holders can still access Client Portal/Account Management using the same login credentials to view or print historical activity and tax statements. Tax statements for the past 5 calendar years are available online, and MEXEM retains statements for a total of 7 years as required. If a statement is no longer available online, account holders can request a copy by contacting their local Client Services Center, subject to a processing fee. For password assistance, contact the Client Service Center for identity verification.

Read More

Getting Started

How do I get started with Client Portal?

Client Portal offers a straightforward web interface for users to view accounts and place orders. Ideal for less active traders, it provides real-time account information, basic analytics, watchlists, and option chains. It allows for quick trades, accessing Portfolio Analyst, and other web-based tools. Use the Trade button for fast transactions, view account metrics, and monitor portfolio performance. Access Client Portal through the Login button on our main site or the dedicated page on our website. More info can be found in the Client Portal Users' Guide or our Traders' Academy courses.

Read More

Getting Started

How do I get started with Client Gateway?

Client Gateway is a user-friendly web interface for clients to view accounts and place orders. It offers real-time account information, basic analytics, watchlists, and option chains for quick trades. Ideal for less active traders and financial advisors, it also allows easy access to Portfolio Analyst and other web tools. Key account metrics and portfolio performance can be viewed on the home page. You can access it from the Login button on our site or from its dedicated page. Learn more via Traders' Academy courses or the Client Gateway Users' Guide.

Read More

General Questions

How do I access QuickTrade?

To access QuickTrade, log in to the Client Portal on the MEXEM website. Then, click on the three horizontal lines icon on the top-left corner and select QuickTrade. This allows you to manage your orders quickly and easily.

Read More

Trading

Do you offer trading advice?

As a discount broker, MEXEM doesn't offer trading advice, investment guidance or tax advice. All client orders are self-directed, or directed by their Financial Advisor if they've granted them discretionary trading authority.

Read More

Popular FAQ Tags

Don't have an Account yet?

Open An Account