Trading Account Actions

You can perform the following actions on a client’s trading account:

Bind Clients

This shows the client that the trading account is bound to.

You can amend this by:

1. Click the "Edit" icon.

   
2. Select the client.

3. Click "Confirm".

   

Rebate Customer

This refers to the client who will receive IB commission payouts from trades executed by this trading account (for more details, refer to: Fixed Commission Scheme). By default, this field is empty, and IB commission payouts will go to the referral of the account’s owner.

To add a rebate customer:

1. Click the "Edit" icon.

   
2. Select the client.

3. Click "Confirm".

   

Deposit

You can deposit funds into the trading account by:

1. Click "Deposit".

   
2. Enter the amount to deposit.

3. Add a comment if needed.

4. Select "Send email notification" or "Send pop-up notification" if you want the client to be notified, and choose the notification language.

5. Click "Save". Funds will be deposited automatically.

   

Withdraw

You can withdraw funds from the trading account by:

1. Click "Withdraw".

   
2. Enter the amount to withdraw.

3. Add a comment if needed.

4. Select "Send email notification" or "Send pop-up notification" if you want the client to be notified, and choose the notification language.

5. Click "Save". Funds will be withdrawn automatically.

   

Credit

You can credit in or out funds from the trading account by:

1. Click "Credit".

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

3. Enter the amount.

4. Add a comment if needed.

5. Select "Send email notification" or "Send pop-up notification" if you want the client to be notified, and choose the notification language.

6. Click "Save". Funds will be credited in or out automatically.

   

Password

You can change the trading account password by:

1. Click "Password".

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

3. Enter the new password.

4. Confirm the new password.

5. Select "Send email notification" or "Send pop-up notification" if you want the client to be notified, and choose the notification language. The email will contain the new password.

6. Click "Save". The password will be updated.

   

Delete

You can delete the trading account by:

1. Click "Delete".

   
2. A popup notice will warn you that data cannot be restored once deleted.

3. Click "Confirm" to proceed.