Edit Main Account

This feature allows the User to edit the Main account details. Note: The User may use the Across Exchange Mode to edit the Main Account at multiple Exchanges simultaneously, as long as that account exists at each selected Exchange.



From the drop-down, select Edit Main Account.
The User can edit the following:
Main Account Number
Effective or Expiration Date
Account Title
Omnibus Indicator
Non-Member Indicator

NOTE: The Account Type field cannot be modified; the user must instead expire the Main Account and create a new Main Account record using the Copy Main/Training Account(s) function noted above.

After the appropriate fields have been updated, click Submit. A confirmation message will display above the Account Details stating that the account has been updated.

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Source: http://docphy.com/business-industry/banking/edit-main-account.html