Creating New Trading Accounts

Brokers can create trading accounts for clients.

To do so, brokers can choose between two options:

• Bind new trading account to new client.

• Bind new trading account to an existing client.

1) Bind Trading Account to New Client

Step 1

Click "Open an account".

Step 2

1. Select "Add new clients and bind" and select "New Trader" or "New IB".

2. Fill in the new client's information. The fields are the same as creating a new client (please refer to this section for more details: Creating New Clients).

Step 3

1. Fill in the trading account information:

   • Platform - this refers to the Trading Account Platform. Brokers will be able to select from the list of trading account platforms connected to the CRM (please refer to this section for more details: Back Office Portal - Trading Platform Settings)
   • Account Type - this refers to the trading account type setup on the CRM (please refer to this section for more details: Client Portal - Open Account Settings)
   • Group - this refers to the trading platform groups.

   • Leverage - this refers to the leverage for the trading account.
   • Master Password - this refers to the master password of the account which gives the trading account full trading rights.

   • Investor Password - this refers to the investor password of the account which gives the trading account view-only rights.
   • Trading Status - this refers to the trading status of the account. The available status are:

     1. Enabled - trading is enabled for the trading account.

     2. Disabled - trading is disabled for the trading account and the client will not be able to execute any trades.

   • Send notification email to the client - selecting this option will send the trading account credentials to the client via email upon successful creation. Brokers can select the langauge of the email to be sent.
2. Click "Confirm".

2) Bind Trading Account to Existing Client

Step 1

Click "Open an account".

Step 2

1. Select "Bind existing clients".

2. Select the client you wish to bind the new trading account to.

Step 3

1. Fill in the trading account information:

   • Platform - this refers to the Trading Account Platform. Brokers will be able to select from the list of trading account platforms connected to the CRM (please refer to this section for more details: Back Office Portal - Trading Platform Settings)
   • Account Type - this refers to the trading account type setup on the CRM (please refer to this section for more details: Client Portal - Open Account Settings)
   • Group - this refers to the trading platform groups.

   • Leverage - this refers to the leverage for the trading account.
   • Master Password - this refers to the master password of the account which gives the trading account full trading rights.

   • Investor Password - this refers to the investor password of the account which gives the trading account view-only rights.
   • Trading Status - this refers to the trading status of the account. The available status are:

     1. Enabled - trading is enabled for the trading account.

     2. Disabled - trading is disabled for the trading account and the client will not be able to execute any trades.

   • Send notification email to the client - selecting this option will send the trading account credentials to the client via email upon successful creation. Brokers can select the langauge of the email to be sent.
2. Click "Confirm".