Accounts Manager

This tool is specific to Cboe Futures Exchange Trading Privilege Holders. CFE requires firms to register specific Accounts that will be used when sending orders for futures and options on futures on the exchange. This tool is used to submit Account registration.

On the main page, you can view all existing enrolled Accounts and initiate a download of account information as a .csv file.

Firms can indicate additional account information in the Allocation/Suspense and Proprietary/Affiliate fields. In the Allocation/Suspense field, select Yes or No to indicate if such an account is used to place an initial order that will be given up to a different external account once traded at the Options Clearing Corporation. In the Proprietary/Affiliate field, select Yes or No to indicate the account is for trading activity being submitted for the TPH or an affiliate of the TPH.

A new Account is added by clicking Add New Account, selecting the EFID from the drop-down, and filling in the account details.

Edit an Account by selecting the edit icon on the line item to bring up the Account Detail page. Disable an account by selecting the disable icon.