How can I downgrade from Professional to Non-Professional status for market data purposes?

To request a change from Professional to Non-Professional market data subscriber status, log in to Client Portal and go to the User menu / profile icon > Settings > Market Data Subscriptions.
In the Market Data Subscriber Status section, check whether a Configure / gear icon is available. If available, click it and follow the instructions to request a change to Non-Professional status.
If you do not see the option to change the status directly, you may need to complete or update the Non-Professional Questionnaire. This can usually be found in the same Market Data Subscriptions area. Once submitted, the questionnaire will be reviewed, and the subscriber status may be changed upon approval.
You can find interest charges in your Activity Statement.
Log in to Client Portal and go to Performance & Reports > Statements.
Select Activity Statement, choose the account and the period you want to review, then run the statement.
In the statement, check the Interest Accruals section and the Broker Interest Paid and Received section. Interest generally accrues daily and is posted monthly after the end of the month. When interest is actually charged or paid, the daily accruals are reversed and reflected in the relevant interest section of the statement.