# Trading Accounts

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

### <mark style="color:red;">**1. What You'll See**</mark>

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

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FLfbyj7yuXrpkTdjtXLgk%2Fimage.png?alt=media&#x26;token=1c41f238-b2cb-40c6-800f-7c34ab602904" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**2. View Details**</mark>

To view details of a trading account:

1.  Click on any trading account listed.\


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FJvrwXWpkM5PsoSjm3kRZ%2Fimage.png?alt=media&#x26;token=6a9d7b9c-753c-46cc-8834-73ff0970806e" alt=""><figcaption></figcaption></figure>
2. You will be redirected to the "Trading Account" page where you can view the full details of the trading account. \
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F4NJsWylW7ZXpLuSqAkX6%2Fimage.png?alt=media\&token=99e0dd00-7474-4c01-9f5d-d55e282aa9f7)\


### <mark style="color:red;">**3. Create or Bind Trading Accounts**</mark>

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"**. \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FhmsUHEc0FiLWwY3vZWVK%2Fimage.png?alt=media&#x26;token=3e4adebd-9e8f-4eba-b3d3-bbb6e5fc6cb9" alt=""><figcaption></figcaption></figure>
2. Fill in the required fields in the form.&#x20;
3. For more details, refer to: [creating-new-trading-accounts](../../6.-trading-accounts/creating-new-trading-accounts "mention")

### <mark style="color:red;">**4. Unbind Trading Accounts**</mark>

To unbind a trading account from the client:

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


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FvJ4qwIEpUJtxyjSe88C1%2Fimage.png?alt=media&#x26;token=4f3d0ab3-9ac8-4d85-b702-2359b7fe61fe" alt=""><figcaption></figcaption></figure>
2. A pop-up will appear — click **"Confirm"** to proceed.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fp9czRdEsZ7BLniGHCVRC%2Fimage.png?alt=media\&token=a0522662-5854-4f57-acf1-07fcfa342b1b)\


### <mark style="color:red;">**5. Setup Rebate Account**</mark>

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

To set a rebate account:

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


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FtwX28lJ2xctqhKUP81Ma%2Fimage.png?alt=media&#x26;token=dac2362e-05db-49cc-a080-424237defd5c" alt=""><figcaption></figcaption></figure>
2. Select the trading account to be assigned as the rebate account.
3. Click **"Confirm"** to save.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fu3c1HA6NrWe3QyPwE872%2Fimage.png?alt=media\&token=4102b2c0-db67-4188-872e-a598a68fc81c)\

4. For more details, refer to: [fixed-commission-scheme](../../17.-settings/back-office-portal-commission-settings/rule-settings/fixed-commission-scheme "mention")
5.  You will see **"Rebate"** on the trading account you have assigned to be the rebate account. \
    \


    <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FZ4vPGz00ZaaA8Sx5OX3m%2Fimage.png?alt=media&#x26;token=7cdf12ad-4c8a-42c6-b97e-7c6cbd47b9c9" alt=""><figcaption></figcaption></figure>
