Trading Account Actions

Brokers will be able to perform the following functions:

Bind Clients

This refers to the client that the trading account is binded to.

Brokers can amend this by following the steps below:

1. Click the "Edit" icon.
2. Select the client.

3. Click "Confirm".

Rebate Customer

This refers to the client that will receive IB commission from the trades done by this trading account (please refer to this section for more details: Fixed Commission Scheme) By default, this field will be left empty. IB commission from the trades done by this trading account will be rebate to the client it is bind to.

Brokers can amend this by following the steps below:

1. Click the "Edit" icon.
2. Select the client.

3. Click "Confirm".

Deposit

Brokers can deposit funds into the trading account by following the steps below:

1. Click "Deposit".
2. Fill in the amount to be deposited.

3. Key in your comment.

4. Click "Send notification email to the client" if you want the client to be notified via email. You can select the langauge of the email too.

5. Click "Save". Funds will automatically be deposited into the trading account.

Withdraw

Brokers can withdraw funds from the trading account by following the steps below:

1. Click "Withdraw".
2. Fill in the amount to be withdrawn.

3. Key in your comment.

4. Click "Send notification email to the client" if you want the client to be notified via email. You can select the language of the email too.

5. Click "Save". Funds will automatically be withdrawn from the trading account.

Credit

Brokers can credit in or out funds from the trading account by following the steps below:

1. Click "Credit".
2. Select "Credit In" or "Credit Out".

3. Fill in the amount to credit in or out.

4. Key in your comment.

5. Click "Send notification email to the client" if you want the client to be notified via email. You can select the langauge of the email too.

6. Click "Save". Funds will automatically be credited in or out of the trading account.

Password

Brokers can change the password of the trading account by following the steps below:

1. Click "Password".
2. Select "Master Password" or "Investor Password".

3. Key in the new password.

4. Confirm the new password by keying it in again.

5. Click "Send notification email to the client" if you want the client to be notified via email. You can select the language of the email too. The email sent to the client will contain the new password for the trading account.

6. Click "Save". The password of the trading account will be changed.

Delete

Brokers can delete the trading account by following the steps below:

1. Click "Delete".
2. A popup notice will appear to inform brokers that data cannot be restored once the trading account is deleted. Click "Confirm" to proceed.