Creating New Trading Accounts

You can create trading accounts for clients. You have two options:

1. Bind Trading Account to New Client

2. Bind Trading Account to Existing Client

1. Bind Trading Account to New Client

1

Create an Account

1. Go to "Trading Accounts".

2. Click "Create an Account".

   

2

Fill in Details

1. Select "Create and Bind to New Client" and choose either "New Trader" or "New IB".

2. Fill in the new client’s information. The fields are the same as when creating a new client (for more details, refer to: Creating New Clients).

3. Fill in the trading account information:

   • Platform – Select the trading account platform you want to create the account on.

   • Account Type – Choose the trading account type. For more details, refer to: Client Portal - Open Account Settings

   • Group – Select the trading platform group.

   • Leverage – Set the account leverage.

   • Master Password – Grants full trading rights to the account.

   • Investor Password – Grants view-only rights to the account.

   • Trading Status – Options:

     • Enabled – Trading is enabled.

     • Disabled – Trading is disabled, and the client cannot execute trades.

   • Send Email Notification or Send Pop-Up Notification – Select if you want the trading account credentials to be the sent to the client upon successful creation. You can select the notification language.

4. Click "Confirm" to create the account.

2. Bind Trading Account to Existing Client

1

Create an Account

1. Go to "Trading Accounts".

2. Click "Create an Account".

   

2

Fill in Details

1. Select "Bind to Existing Client".

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

3. Fill in the trading account information:

   • Platform – Select the trading account platform you want to create the account on.

   • Account Type – Choose the trading account type. For more details, refer to: Client Portal - Open Account Settings

   • Group – Select the trading platform group.

   • Leverage – Set the account leverage.

   • Master Password – Grants full trading rights to the account.

   • Investor Password – Grants view-only rights to the account.

   • Trading Status – Options:

     • Enabled – Trading is enabled.

     • Disabled – Trading is disabled, and the client cannot execute trades.

   • Send Email Notification or Send Pop-Up Notification – Select if you want the trading account credentials to be the sent to the client upon successful creation. You can select the notification language.

4. Click "Confirm" to bind the new trading account to the client.