Third party trade notifications allow you to send alerts to a designated email address, keeping a third-party like a financial advisor or compliance department informed about all trades conducted on your investment account.
You can enable it by clicking on your Profile Icon ->under 'User settings' Notifications and selecting 'Send notification to third party'. After that, simply provide the designated email address to start receiving notifications.
You have the freedom to choose the recipients of third-party trade notifications. Specify the email address of your financial advisor, compliance department, or any other preferred third-party.
Enabling third-party notifications offers designated third-parties the ability to monitor every trade made on your investment account. This adds an extra layer of oversight and accountability, catering to compliance needs or providing enhanced monitoring for those who prefer it.
Rest assured, third-party trade notifications are secure. Sent to a designated email address, these notifications do not contain any sensitive information about your account, such as account numbers or passwords.
If needed, you can turn off third party trade notifications at any time. Access the settings and notification options in your mobile or web app and disable the option according to your preferences.