To add an ATHEX connection:
Configure the settings in the Additional Settings section.
Configure the following ATHEX settings per connection:
Contact Email — Optionally, add a best contact email that TT can use to contact your firm if needed.
You can select the connection in the data grid and review the connection settings in the Settings tab.
Click the Accounts tab to assign an existing account to the connection. Multiple accounts can be added to a single connection.
Note: The connection will not become active until at least one account is assigned.