Trading Accounts

This section allows you to view, create, bind, or manage your client's trading accounts — including setting up rebate accounts.

1. What You'll See

The "Trading Accounts" tab displays all live and demo trading accounts that the client has, along with their respective statuses.

2. View Details

To view details of a trading account:

1. Click on any trading account listed.

   
2. You will be redirected to the "Trading Account" page where you can view the full details of the trading account.

3. Create or Bind Trading Accounts

You can assist your client by creating a new trading account for them or binding an existing trading account to their profile:

1. Click "Create" or "Bind".

   
2. Fill in the required fields in the form.

3. For more details, refer to: Creating New Trading Accounts

4. Unbind Trading Accounts

To unbind a trading account from the client:

1. Click the "Unbind" icon next to the account.

   
2. A pop-up will appear — click "Confirm" to proceed.

5. Setup Rebate Account

The rebate account is the trading account that will receive IB commissions.

To set a rebate account:

1. Click the "Settings" icon.

   
2. Select the trading account to be assigned as the rebate account.

3. Click "Confirm" to save.

4. For more details, refer to: Fixed Commission Scheme

5. You will see "Rebate" on the trading account you have assigned to be the rebate account.