Bulk Operations
Last updated
Last updated
Brokers have the ability to perform bulk operations on trading accounts to increase efficiency. This means that they can perform the same action on multiple trading accounts simultaneously.
To perform a bulk operation, select the trading accounts. Brokers will see the list of bulk operations.
Follow the respective steps for each bulk operation:
You will be redirected to the batch operation page. (Please refer to this section for more details: Batch Operation).
Upon confirming to proceed with the bulk operation, a popup notice will appear to inform you that the batch operation is being processed. Click "Confirm" to view the batch operation status.
Modify Leverage
This will bulk modify the leverage of the trading accounts you have selected.
Modify Group
This will bulk change the group of the trading accounts you have selected.
Modify Account Type
This will bulk change the account type of the trading accounts you have selected.
Credit
This will bulk credit in or out funds from the trading accounts you have selected.
Select "Credit In" or "Credit Out".
Fill in the credit amount.
Key in your comment.
Select "Send notification email to your client" if you want the client to be notified via email.
Deposit
This will bulk deposit funds into the trading accounts you have selected.
You can select between "Deposit" or "Batch Deposit".
Deposit - this will deposit funds only to the trading accounts you have selected.
Fill in the deposit amount.
Key in your comment.
Select "Send notification email to your client" if you want the client to be notified via email.
Batch Deposit - this provides you with an alternative method to bulk deposit funds.
Download the "Batch_Deposit_Template" file.
Fill in the excel template with the respective details.
Upload the file.
Click "Send notification email to the client" if you want the client to be notified via email.
Withdraw
This will bulk withdraw funds from the trading accounts you have selected.
You can select between "Withdraw" or "Batch Withdraw".
Withdraw - this will withdraw funds only to the trading accounts you have selected.
Fill in the withdrawal amount.
Key in your comment.
Select "Send notification email to your client" if you want the client to be notified via email.
Batch Withdraw - this provides you with an alternative method to bulk deposit funds.
Download the "Batch_Withdrawal_template" file.
Fill in the excel template with the respective details.
Upload the file.
Click "Send notification email to the client" if you want the client to be notified via email.
Modify Login Status
This will bulk change the login status of the trading accounts you have selected.
Select "Enable" or "Disable.
Enable - client will be able to login to the trading account.
Disable - client will not be able to login to the trading account.
Modify Trading Status
This will bulk change the trading status of the trading accounts you have selected.
Select "Enable" or "Disable".
Enable - client will be able to trade with the trading account.
Disable - client will not be able to trade with the trading account.
Enable One-Time-Password (OTP)
This will bulk enable or disable OTP for the trading accounts you have selected.
Select "Yes" or "No".
Send Reports
This will bulk enable or disable sending reports for the trading accounts you have selected.
Select "Yes" or "No".
Select the leverage you wish to change to and click "Confirm".
Select the group you wish to change to and click "Confirm".
Select the account type you wish to change to and click "Confirm".
A popup notice will appear. Click "Confirm" to proceed.
Click "Confirm".
Click "Confirm".
Click "Confirm".
Click "Confirm".
Click "Confirm".
Click "Confirm".
Click "Confirm".
Click "Confirm".
Click "Confirm".
