Entitlement Description

View, create, edit accounts, including multiple account updates using download / upload.

Manage risk by setting market types, products, broker / asset manager access.

Set credit limits and controls at the account and product levels.

Restrict CME ClearPort accounts eligible for pre-negotiated trade submissions by Trade Type.

Create Delegated Intermediary (DI) accounts and flag clearing accounts as DI.

Manage Customer (Parent) Accounts, which are owners of trading sub-accounts.

Note: Services (trading platform) assignment restricts accounts to the specified platform only. To authorize additional platforms, select additional services. Administrative users must be authorized to the platforms they wish to manage (e.g. to manage a CME Direct authorized account, the administrator must also be an authorized CME Direct administrator).
- CPC Clearing Firm Account Admin: CME ClearPort
- Globex Clearing Firm Account Admin: CME Direct
- ICC Clearing Member Firm Account Admin: CME Globex - A, download / upload ICC configuration, alert threshold alerts, execution firm order entry suspension.
Also manages Admin Policy (via Entity Risk Management), alert thresholds, product restrictions.

Spot FX

View, Create, Edit Spot FX accounts.

Download accounts configuration, upload multiple account updates.

View and edit clearing accounts, firm rights, asset managers, credit limits.

Create ICC accounts.

Set product quantity and credit limits.

View Admin policy settings and alerts, set by the Clearing Member Firm Account Administrator.

Manage execution firm order entry permissions.

Download / upload ICC account and credit control updates.

For a sub-clearing firm, that is guaranteed by a parent Clearing Member Firm.

View, create, edit clearing and execution firm (ICC) accounts.

Manage risk by setting market, product and broker access.

Set credit limits and at the account and product quantity limits.

Restrict CME ClearPort accounts eligible for pre-negotiated trade submissions, by Trade Type.

Identified as the controlling firm of an execution firm; requires at least one execution firm.

View, create and edit Trading Accounts, including owner firm, broker firms, traders, services and status.

View eligible sub-accounts, credit controls, where the trading firm is the account owner.

Note: Cannot create trading sub-acounts.

Create and edit trading sub accounts, that clear through the delegated intermediary and clearing member firm, including credit controls, credit limits.

Manage broker firm and trader assignments.