Trading Platform Information
1. View & Edit Trading Platform Information
You can view and edit the trading platform information for the trading account. To make changes:
Click the "Edit" icon.
Make the necessary updates.
Click the "Save" icon.
2. Information Displayed
The following details are available:
Name in Trading Platform
The display name of the trading account on the platform. By default, this syncs with the client’s name in the CRM.
Email in Trading Platform
The client’s email displayed on the platform. By default, this syncs with the CRM email.
Leverage
The leverage set for the account.
Group
The trading platform group assigned to the account.
Trading accounts with pending deposits or transfers cannot be moved to a group with a different currency to prevent mismatches and transaction errors.
Attempting to do so will trigger an error message; pending requests must be approved or rejected first.
Balance
Current balance of the trading account.
Credit
Credit available in the account.
Equity
Account equity of the trading account.
Margin
Margin used in the trading account.
Free Margin
Available margin in the trading account.
Margin Level
Margin level percentage of the trading account.
Profit/Loss
Unrealised Profit & Loss of the trading account.
Login Status
Enabled - client will be able to login to their trading account
Disabled - client will not be able to login to their trading account
Trading Status
Enabled - client will be able to trade
Disabled - client will not be able to trade
Comment
Notes related to the account.
Agent Account
The agent account ID used for commission payouts.
Agent commissions are managed on the trading platform, not in the CRM.
Lead Source
The source of the trading account (e.g., MQL5, welcome, open).
Allow Password Change
Enable or disable client’s ability to change their trading account password from the trading platform.
Send Reports
If enabled, the client will receive trading statements for this account.
Enable One-Time Password
Requires clients to input an OTP before logging into the trading account.
Enable Expert Advisors (EAs)
Allows the client to use EAs in their account.
Available for MT5 accounts only.
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