Editing Trading Accounts

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.

Brokers will be able to view and edit the details of the trading accounts by selecting the respective client and clicking the "View" icon.

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

1. Trading Account Actions

   
2. Trading Platform Information

   
3. CRM Information

   
4. Trading Account Reports