ACCOUNT DATA AND REPORTING / Online View Access
ACCESS TO ACCOUNT DATA AND REPORTING
The Broker will provide you with account view credentials, granting you online access to your Brokerage Account status. This log in access allows you to follow the realised P&L operation of your account in real time with easy to use controls, on your computer, tablet, mobile, etc.
In addition, the Broker will send clients a daily report (at the close of the day’s trading session) detailing the commercial activity that has taken place on client’s accounts (if any activity took place that day).
In this way we guarantee total and absolute transparency to clients which is the underlying principle of our corporate philosophy.
Risk Disclosure: Trading the financial markets on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to open a trading account, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading financial instruments, and seek advice from an independent financial advisor if you have any doubts.
Chelton Wealth will not accept any US, Australian or Canadian residents with following exceptions: US: those clients that qualify as an ECP (Eligible Contract Participant); Australia: those clients that are defined as “wholesale clients” under the Corporations Act 2001; Canada: those clients who meet the “Permitted Client” criteria.
Under no circumstances will Chelton Wealth accept any clients from the following restricted jurisdictions: Belarus, Burma (Myanmar), Côte d’Ivoire, DR of Congo, Ethiopia, Iran, Iraq, Japan, Liberia, North Korea, Sierra Leone, Sri Lanka, Sudan, Syria, Yemen and Zimbabwe.