Account Management Overview


Account Management allows you to manage all facets of your account from one central location. With this feature, you can control your account settings, edit preferences, and find important account related documentation.

Account Management can be launched from optionshouse.com by clicking on “Manage Account”.

01AccountManagementOverview

 

Or you can launch Account Management from the platform by clicking on “Manage Accounts” in the lower right corner.

02AccountManagementOverview

 

My Profile Tab

On this page, you can change your email address, password, and security question.

03AccountManagementOverview

 

My Accounts Tab

In this page, you will find any pending account applications and an overview of each of your open/funded accounts and/or virtual accounts.

04AccountManagementOverview

 

Security Tab

Within this section, you can take advantage of OptionsHouse advanced security features. Get started with OptionsHouse Authenticator that inhibits unauthorized access of your account and/or set up a Secure PIN that prevents access to your personal information and cash transactions.

05AccountManagementOverview

 

Rates Tab

On this page, you can change your options rate plan to better fit your trading activity. Rates may be changed only once within a 24-hour period.

06AccountManagementOverview

 

Transfer Funds Tab

In this tab, you can easily transfer funds into your account and verify any micro deposits sent by your bank.

07AccountManagementOverview

 

Tax Information Tab

Within this section, you can locate any and all tax related documents produced by your account activity. You may also launch the Maxit Tax Calculator via this page, a real-time, cost and tax based investment decision support to help financial advisors and investors maximize tax liabilities and increase after-tax performance.

08AccountManagementOverview

 

Statements Tab

On this page, you can view and download your OptionsHouse account statements.

09AccountManagementOverview

 

E-Confirms Tab

In this tab, you can track all trades made from your account, sortable by date or subject.

10AccountManagementOverview