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.

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