New Account Creation

When an individual at a firm needs a new web portal account they should reach out to their organization’s Account Admin. Account Admins are assigned either by an existing Account Admin for an organization or are identified by the firm when their membership/registration is initially approved. In the event a firm does not have an active/valid Account Admin designated for their firm, they may work with Membership Services (312.786.7749 - membershipservices@cboe.com) to have a new Account Admin(s) established.

If needed, the Cboe Trade Desk (913.815.7001 - tradedesk@cboe.com) or the CFE Trade Desk (312.786.8700 - cfetradedesk@cboe.com) can help determine who the Account Admins are for a firm.

The Account Admin for the firm will use the User Management tool to create, edit, or disable accounts for users at the firm.