# Editing Trading Accounts

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This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
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Brokers will be able to view and edit the details of the trading accounts by selecting the respective client and clicking the "View" icon.&#x20;

<figure><img src="https://content.gitbook.com/content/1IPpJ7m6UE2JoFRdpq5x/blobs/V8kUuZY6jqh6UyF7LUoA/image.png" alt=""><figcaption></figcaption></figure>

You will be able to view and edit the following details in relation to the trading account:

1. Trading Account Actions

   <figure><img src="https://content.gitbook.com/content/1IPpJ7m6UE2JoFRdpq5x/blobs/67q5inYMfFWzTMbsPxio/image.png" alt=""><figcaption></figcaption></figure>
2. Trading Platform Information&#x20;

   <figure><img src="https://content.gitbook.com/content/1IPpJ7m6UE2JoFRdpq5x/blobs/6cjGgu78yLhGLJ1vtyho/image.png" alt=""><figcaption></figcaption></figure>
3. CRM Information

   <figure><img src="https://content.gitbook.com/content/1IPpJ7m6UE2JoFRdpq5x/blobs/7EUCQcrI3qkvNPRRg5y2/image.png" alt=""><figcaption></figcaption></figure>
4. Trading Account Reports<br>

   <figure><img src="https://content.gitbook.com/content/1IPpJ7m6UE2JoFRdpq5x/blobs/n8Qql0KVEes3Er1qG6n6/image.png" alt=""><figcaption></figcaption></figure>


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