Creating ClearPort Account

The following instructions illustrate the process to create a clearing account, entitled for CME ClearPort.

  • To Create an Account:
  1. From Account Management Service, perform an account search.

If the account does not exist, select Create New Account.

  1. On the page that appears, specify Clearing Account Settings.

Note: Required fields are indicated by a red asterisk (*).
The Clearing Account Settings pane includes a button to minimize its appearance.

Example: ICC (CME Globex) and Spot FX enabled accounts do not require Market / Product / Broker permissions.

Clearing Account Settings

  1. From the Services pane (also known as Platform), select the ClearPort Clearing tab.

Available options and required details are dependent on selected Clearing Firm and Services

  1. On the Services pane, specify CPC Account Attributes
  • Account Type
  • None
  • Holding: If selected, the account cannot be a Delegated Intermediary (DI).
  • Client Risk Master: Enables brokers to submit customer Block or EFRP trades into a single account for post-trade allocation. These accounts are only permitted for brokers registered under an Exchange Clearing Member Firm; cannot be used by non-clearing firm brokers (see: Client Risk Master).
  • Short Code: Enables brokers to submit customer Block or EFRP trades for a single end-client trading firm. The identity of the client must be referenced in the Account Description but the firm will not need to register themselves. These accounts may be used by any broker registered for ClearPort / CME Direct and permitted to submit trades on behalf of the account (see: Short Code Accounts).

  1. To continue, select 2. Market Type Permissions.

Additional Services: