# Trading Platform Information

### <mark style="color:red;">1. View & Edit Trading Platform Information</mark>

You can view and edit the trading platform information for the trading account. To make changes:

1.  Click the **"Edit"** icon.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FyFSIjAW3MLPGOjt5rkI6%2Fimage.png?alt=media&#x26;token=b5eb93c4-d413-4b27-8a9d-5b013e58d949" alt=""><figcaption></figcaption></figure>
2. Make the necessary updates.
3.  Click the **"Save"** icon.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FOkIM4PhyE4cEkoQBopbc%2Fimage.png?alt=media&#x26;token=31a17ebd-41c1-489b-82a5-76f706e49fcc" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">2. Information Displayed</mark>

The following details are available:

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Name in Trading Platform</strong></td><td>The display name of the trading account on the platform. By default, this syncs with the client’s name in the CRM.</td></tr><tr><td><strong>Email in Trading Platform</strong></td><td>The client’s email displayed on the platform. By default, this syncs with the CRM email.</td></tr><tr><td><strong>Leverage</strong></td><td>The leverage set for the account.</td></tr><tr><td><strong>Group</strong></td><td><ul><li>The trading platform group assigned to the account. </li><li>Trading accounts with pending deposits or transfers <strong>cannot</strong> be moved to a group with a different currency to prevent mismatches and transaction errors. </li><li><p>Attempting to do so will trigger an error message; pending requests must be approved or rejected first.<br></p><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fh1Iins2WJPXpYSXio0UR%2Fimage.png?alt=media&#x26;token=3708e665-68b6-497e-9b8e-3dacf60c1478" alt=""><figcaption></figcaption></figure></div></li></ul></td></tr><tr><td><strong>Balance</strong></td><td>Current balance of the trading account.</td></tr><tr><td><strong>Credit</strong></td><td>Credit available in the account.</td></tr><tr><td><strong>Equity</strong></td><td>Account equity of the trading account. </td></tr><tr><td><strong>Margin</strong></td><td>Margin used in the trading account.</td></tr><tr><td><strong>Free Margin</strong></td><td>Available margin in the trading account. </td></tr><tr><td><strong>Margin Level</strong></td><td>Margin level percentage of the trading account. </td></tr><tr><td><strong>Profit/Loss</strong></td><td>Unrealised Profit &#x26; Loss of the trading account.</td></tr><tr><td><strong>Login Status</strong></td><td><ul><li><strong>Enabled</strong> - client will be able to login to their trading account </li></ul><ul><li><strong>Disabled</strong> - client will not be able to login to their trading account </li></ul></td></tr><tr><td><strong>Trading Status</strong></td><td><ul><li><strong>Enabled</strong> - client will be able to trade</li></ul><ul><li><strong>Disabled</strong> - client will not be able to trade</li></ul></td></tr><tr><td><strong>Comment</strong></td><td>Notes related to the account.</td></tr><tr><td><strong>Agent Account</strong></td><td><ul><li>The agent account ID used for commission payouts. </li><li>Agent commissions are managed on the trading platform, not in the CRM.</li></ul></td></tr><tr><td><strong>Lead Source</strong></td><td>The source of the trading account (e.g., MQL5, welcome, open).</td></tr><tr><td><strong>Allow Password Change</strong></td><td>Enable or disable client’s ability to change their trading account password from the trading platform.</td></tr><tr><td><strong>Send Reports</strong></td><td>If enabled, the client will receive trading statements for this account.</td></tr><tr><td><strong>Enable One-Time Password</strong></td><td>Requires clients to input an OTP before logging into the trading account.</td></tr><tr><td><strong>Enable Expert Advisors (EAs)</strong></td><td><ul><li>Allows the client to use EAs in their account. </li><li>Available for MT5 accounts only.</li></ul></td></tr></tbody></table>
