Institutions
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How do I request a pattern day trader reset?

If your account has been flagged as a Pattern Day Trader and you are eligible for a reset, there are two ways to request it:

Option 1: Through TWS (Trader Workstation)
If you attempt to place an order and qualify for a reset, a link to the PDT Reset Tool will automatically appear in TWS.

Option 2: Through Client Portal
• Log in to Client Portal.
• Navigate to Messages from the main menu.
• Click Compose, then select Pattern Day Trader Request.
If eligible, you’ll be guided through the necessary steps to submit your reset request.