Trading Platform Information

Brokers will be able to view the trading platform information of the trading account. The following information will be displayed:

Brokers will be able to amend the information by following the steps below:

1. Click the "Edit" icon.

   
2. You will be able to amend the following information:

   • Name in Trading Platform

   • Email in Trading Platform

   • Leverage of Trading Account

   • Group of Trading Account

   • Login Status

     1. Enabled - client will be able to login to their trading account

     2. Disabled - client will not be able to login to their trading account

   • Trading Status

     1. Enabled - client will be able to trade

     2. Disabled - client will not be able to trade

   • Comment

   • Agent Account - this refers to the agent account ID of the trading account in which commissions are paid out to. Agent commissions are set on the trading platform and not on the CRM.

   • Lead Source

   • Allow to Change Password - selecting this option allows the client to change their trading account password from the trading platform.

   • Send Reports - selecting this option enables the trading platform to send out trading statements to the client.

   • Enable One-Time-Password - selecting this option will require clients to input OTP before logging into the trading account.

3. Click the "Save" icon.