Profile Information

Personal Details

Tax Information

w9_form_2023.pdf
AM

Account Information

Member Since January 15, 2023
Account Type Premium
Account Status Active
Account ID ELS-78502

Security Settings

Change Password

Password Strength: Strong

Two-Factor Authentication

SMS Authentication

Receive a verification code via SMS

Authenticator App

Use an authenticator app like Google Authenticator

Email Authentication

Receive a verification code via email

Security Key

Use a physical security key like YubiKey

Your Account is Secure

Your account security is strong. Keep up the good work by maintaining these security practices.

Strong Password
2FA Enabled
Recent Login Check
Email Backup Not Verified

Login History

Date & Time Device Location IP Address Status
Feb 28, 2025 10:23 AM MacBook Pro (Chrome) San Francisco, CA, USA 192.168.1.1 Success
Feb 27, 2025 3:45 PM iPhone 15 Pro (Safari) San Francisco, CA, USA 192.168.1.2 Success
Feb 25, 2025 7:12 PM Unknown Device (Firefox) New York, NY, USA 203.0.113.5 Failed
Feb 24, 2025 11:30 AM MacBook Pro (Chrome) San Francisco, CA, USA 192.168.1.1 Success

API Access

API Keys

Manage your API access keys for automated trading

Trading Bot Integration

Created Feb 10, 2025

Active
Read, Trade
Today at 9:45 AM

Portfolio Tracker

Created Jan 5, 2025

Active
Read Only
Yesterday at 5:12 PM

Webhook Endpoints

Trade Alerts

Created Feb 15, 2025

Active
Trade.Created, Trade.Executed
Today at 11:30 AM

Notification Preferences

Notification Channels

Email Notifications

alex.morgan@example.com

Push Notifications

Mobile app and browser

SMS Notifications

+1 (555) 123-4567

Notification Types

Account Activity

Login Attempts

Get notified of successful and failed login attempts

Password Changes

Get notified when your password is changed

Profile Updates

Get notified when your profile information changes

Trading Activity

Order Execution

Get notified when orders are executed

Price Alerts

Get notified when stocks hit your price targets

Portfolio Updates

Get daily/weekly summaries of your portfolio performance

AI & Educational Content

AI Trading Recommendations

Get notified of AI-generated trading opportunities

Market News

Get important news about markets and your holdings

Educational Content

Get updates about new learning resources

Connected Devices

Devices with Access to Your Account

Currently Active

MacBook Pro

macOS • Chrome

Current Device
Now
San Francisco, CA, USA
192.168.1.1

iPhone 15 Pro

iOS 17 • Safari

Today, 3:45 PM
San Francisco, CA, USA
192.168.1.2

Dell XPS 15

Windows 11 • Firefox

Feb 24, 2025
San Francisco, CA, USA
192.168.1.3

App Preferences

Display Settings

Dark Mode

Use dark theme throughout the app

Chart Type

Default Time Frame

Language

Currency

Trading Preferences

Default Order Type

Trade Confirmation

Require confirmation for all trades

Default Quantity Type

Paper Trading Mode

Practice trading without using real money

AI Trading Assistant

Enable AI-powered trading suggestions

Risk Tolerance

Conservative Moderate Aggressive

Subscription Management

Current Plan

Premium

$9.99/month

Billed annually ($119.88/year)

Your subscription will renew on February 15, 2026. You can cancel or change your plan at any time before the renewal date.

Plan Details

  • AI-powered trading
  • Advanced market data
  • Tax-loss harvesting
  • 1 custodial account

Payment Method

Visa ending in 4321

Expires 08/2028

Billing History

Date Description Amount Status Invoice
Feb 15, 2025 Premium Annual Plan $119.88 Paid Download
Feb 15, 2024 Premium Annual Plan $119.88 Paid Download
Feb 1, 2024 Free Trial $0.00 Free -