> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-version-release-notes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-version-release-notes/v7.65.0-2026-q2-quality-of-life-qol-update-trading-account-management-reporting-and-apis.md).

# V7.65.0 – 2026 Q2 Quality of Life (QOL) Update: Trading Account Management, Reporting & APIs

*<mark style="color:$info;">Smarter Tools. Seamless Control. Built for Brokers.</mark>*

**Released Date - 2 April 2026**

This QOL update brings a series of practical enhancements to trading account management and reporting, giving brokers greater visibility, stronger analytics and more direct control across their daily operations.&#x20;

Enhancements across the Admin and Client Portals include the MT5 Comprehensive Account Report, richer multi-currency reporting, expanded Fortex controls, clearer trading account information and new MT5 Open APIs. Together, these updates make account administration easier, improve reporting depth and extend connectivity with trading platforms and external systems.

### <mark style="color:red;">Key Function Highlights</mark>

#### <mark style="color:$info;">Admin Portal Enhancements</mark>

1. [**MT5 Comprehensive Account Report**](#id-1-mt5-comprehensive-account-report): The highly popular MT4 Comprehensive Report is now finally available for MT5, delivering deeper insights across account performance, funding, trading activity and IB commissions to uncover revenue opportunities, strengthen risk management and support better-informed brokerage decisions.
2. [**Account Type Description Visibility**](#id-2-account-type-description-visibility): Choose whether Trading Account Type descriptions are displayed to clients. This allows administrators to input details such as spreads or product specifications for internal use while keeping this information hidden from the Client Portal.
3. [**Expanded Fortex Account Controls** ](#id-3-expanded-fortex-account-controls)
   1. [**View-Only Passwords**](#a-view-only-passwords): Create and manage Fortex view-only passwords directly within the CRM, enabling read-only access to trading accounts without allowing trades to be placed or modified, commonly supporting setups such as PAMM and copy trading.
   2. [**Login Access Management**](#b-login-access-management): Enable or disable Fortex trading account login access directly from the CRM, eliminating the need to manage access separately on the trading platform.
4. [**Enhanced Reporting** ](#id-4-enhanced-reporting)
   1. [**Back Office Portal Reports** ](#back-office-portal-reports)
      1. [**Client Group Visibility**](#a-client-group-visibility): A new Client Group column and filter in the Back Office Trading Account Report makes it easier to identify which client group each trading account belongs to, making accounts across different client segments easier to review and manage.
   2. [**Client Portal & Back Office Portal Reports**](#client-portal-and-back-office-portal-reports)
      1. [**Multi-Currency Reporting**](#a-multi-currency-reporting): View account currencies alongside trading activity and analyse trading volumes by currency for clearer reporting across multi-currency accounts.
      2. [**Trading Account Type Visibility**](#b-trading-account-type-visibility): A new Account Type column across the Back Office Trading Account Report and Client Portal Referral pages makes it easier to identify and review different trading account configurations at a glance.
5. [**New MT5 Open APIs**](#id-5-new-mt5-open-apis)
   1. [**Trade Retrieval API**](#a-trade-retrieval-api): Retrieve MT5 trade data through the Open API for integration with external reporting, analytics and other business systems.
   2. [**Deposit & Withdrawal API**](#b-deposit-and-withdrawal-api): Perform MT5 deposits and withdrawals through the Open API, allowing external payment platforms, client portals and other systems to connect directly with MT5 funding workflows.

#### <mark style="color:$info;">Client Portal Enhancements</mark>

1. [**Trading Accounts Page Enhancements**](#id-1-trading-accounts-page-enhancements)
   1. [**Credit Balance Visibility**](#a-credit-balance-visibility): View credit balances for both live and demo accounts directly from the Trading Accounts page for a more complete picture of each account.
   2. [**Trading Competition System Tag**](#b-trading-competition-system-tag): Easily distinguish accounts participating in trading competitions from other trading accounts.
   3. [**Custom Trading Account Names**](#c-custom-trading-account-names): Allow clients to rename their trading accounts for easier identification when managing multiple accounts, with administrators controlling whether clients have permission to make these changes.
2. [**Clearer Account Types on the Dashboard**](#id-2-clearer-account-types-on-dashboard): View the Trading Account Type directly from the Client Dashboard, while "Live" and "Demo" are displayed separately as system tags for clearer identification of each account.

### <mark style="color:$info;">Admin Portal Enhancements</mark>

### <mark style="color:red;">**1)   MT5 Comprehensive Account Report**</mark>

The highly popular MT4 Comprehensive Report is now finally available for MT5., delivering deeper insights across account performance, funding, trading activity and IB commissions to uncover revenue opportunities, strengthen risk management and support better-informed brokerage decisions.

{% hint style="info" %}
The MT5 Comprehensive Account Report is available at USD 300 per month.
{% endhint %}

#### A)   Prerequisites

Before installing the MT5 Comprehensive Account Report, ensure the following settings are enabled on your MT5 trading platform:&#x20;

1. **End of Day Processing**&#x20;
   1. Login to MT5 Administrator.&#x20;
   2. Navigate to "**Network Cluster**".&#x20;
   3. Right click "**Main Trade Server**". <br>

      <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FvCzyYWTYbVC8zhKc2bKZ%2Fimage.png?alt=media&amp;token=04ecffe3-0961-4c69-a703-6a6c4fbbc321" alt=""><figcaption></figcaption></figure>
   4. Click "**Edit**". \
      ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FlYGC8quN1ufnSBkAPCRo%2Fimage.png?alt=media\&token=dc17f858-89d1-4c39-8464-6b39c1f0b332)
   5. Go to "**End of Day**".&#x20;
   6. Ensure "**All**" is selected for End of day schedule and Rollover schedule.&#x20;
   7. Click "**OK**". \
      ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Ft8nBR36gSqHMZFRiLoV7%2Fimage.png?alt=media\&token=5db927d5-6999-43cf-82fb-a1305433eb45)
2. **Report Data Generation for Groups**&#x20;
   1. Under MetaTrader Server, click "**Groups**". <br>

      <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FgclF5pIoqOrWlj4oQLSm%2Fimage.png?alt=media&amp;token=975c566d-3fad-4f0d-acd4-af7cb4797108" alt=""><figcaption></figcaption></figure>
   2. Right-click the MT5 Group and click "**Edit**". This configuration must be applied to every MT5 Group connected to the CRM.\
      \
      ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fk6kbcmzQlAF5JECSjzsr%2Fimage.png?alt=media\&token=261daa07-5ad2-4b66-893c-4aca15bc6692)<br>
   3. Go to "**Reports**".&#x20;
   4. Select "**End of Day and End of Month**" and "**Generate statements for clients**".&#x20;
   5. Click "**OK**". \
      \
      ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FZUTtWaS7RTovQIil8UeV%2Fimage.png?alt=media\&token=d5e6808d-f50a-493a-9cbe-2128353c951b)<br>

#### B)   Accessing the Report

To access the report, follow these steps:

{% stepper %}
{% step %}

#### Marketplace Installation

1. Go to the **Marketplace**.<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Faij2roeihWU31D79AmMU%2Fimage.png?alt=media&amp;token=b1bef915-7cf5-48cc-9eb6-94bc0ff78080" alt=""><figcaption></figcaption></figure>
2. Locate "**MT5 Comprehensive Account Report**" and click onto it. <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fi70zy22FQvLN2NJCTtHN%2Fimage.png?alt=media&amp;token=74c56883-9e21-4e46-b823-c3045fe10861" alt=""><figcaption></figcaption></figure>
3. You will be redirected to the details page.&#x20;
4. Click "**Contact Us for Installation**".<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FuI30o0rpuKEeAG8BDXY7%2Fimage.png?alt=media&amp;token=24d95701-8111-4872-83a8-f59f12e666c4" alt=""><figcaption></figcaption></figure>
5. Complete and submit the request form.\
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FkwUaZwCPYxl4WzlsTeNh%2Fimage.png?alt=media\&token=cf21db07-c5c1-416b-96a5-abe92010e931)<br>
6. Your dedicated Account Manager will contact you to arrange the installation.
   {% endstep %}

{% step %}

#### Accessing the Report - Back Office Portal

1. Navigate to "**Reports**" > "**Trading Platform Reports**" > "**Comprehensive Account Report**".&#x20;
2. Select your MT5 Server. <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F62q84h0UdsbioXaGqaPv%2Fimage.png?alt=media&amp;token=a20d4b7f-ac84-412d-a196-fc9e09c74c0f" alt=""><figcaption></figcaption></figure>
3. Click the "**...**" menu.
4. Select "**Field Display Settings**".<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FgnjvAnp8lKA5Y6PISWks%2Fimage.png?alt=media&amp;token=b47a11ee-b3bf-4d23-bc97-b93963ce6c10" alt=""><figcaption></figcaption></figure>
5. Enable the additional MT5 Comprehensive Report fields.
6. Click "**Confirm**".\
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F3IsK8mD7z5H5RnU8AETp%2Fimage.png?alt=media\&token=1a6e0170-2277-4fb2-9594-82be87694c9e)<br>
7. The selected fields will now be displayed within the report.
   {% endstep %}

{% step %}

#### Accessing the Report - Client Portal&#x20;

Clients and Introducing Brokers can also view the enhanced report:

1. Reports > Comprehensive Account Statement<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FRP2pEbVT86gQ2mW49AHn%2Fimage.png?alt=media&amp;token=ce5a753a-68a4-4bf4-879c-0d9d86851160" alt=""><figcaption></figcaption></figure>
2. Referral > Clients' Report > Comprehensive Account Report <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FMv07z7WyXqXRVbgUGVEr%2Fimage.png?alt=media&amp;token=665fe292-6f7f-423c-9609-7746b8abbc1d" alt=""><figcaption></figcaption></figure>

Similar to the Back Office portal, the newly added fields will be displayed once enabled.
{% endstep %}
{% endstepper %}

#### C)   Additional Report Fields&#x20;

The MT5 Comprehensive Account Report adds the following analytical fields beyond the standard MT5 reports:&#x20;

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Initial Equity</strong></td><td>Displays the trading account equity at the start of the selected reporting period.</td></tr><tr><td><strong>Final Equity</strong></td><td>Displays the trading account equity at the end of the selected reporting period.</td></tr><tr><td><strong>Net Equity</strong></td><td><p>Net Equity = Final Equity − Initial Equity</p><p></p><p>Measures overall account growth throughout the reporting period, allowing brokers to evaluate client account performance over time.</p></td></tr><tr><td><strong>Net Deposit</strong></td><td>Net Deposit = Deposit − Withdrawal<br><br>Provides a consolidated view of client funding activity, making it easier to identify whether clients are increasing or reducing their trading capital.</td></tr><tr><td><strong>Net Credit</strong></td><td><p>Net Credit = Credit In − Credit Out<br></p><p>Tracks changes in trading account credit, providing greater visibility into promotional credits and manual credit adjustments.</p></td></tr><tr><td><strong>Net Profit/Loss</strong> </td><td>Net Profit/Loss = Net Equity − Net Deposit<br><br>This measures the change in account equity after excluding net deposits and withdrawals, providing a clearer view of the trading account's performance during the selected reporting period.</td></tr><tr><td><strong>Closed Volume</strong></td><td>Displays the total volume of all closed trades during the selected reporting period, providing a clear overview of trading activity and supporting analysis of client trading behaviour.</td></tr><tr><td><strong>Commission</strong></td><td>Displays the total commissions generated from closed trades during the selected reporting period, helping brokers analyse trading costs and revenue generated from client activity.</td></tr><tr><td><strong>Symbol Group Analysis</strong></td><td>Displays trading volume grouped by symbol group, allowing brokers to analyse client trading preferences across different asset classes.<br><br><strong>Note:</strong> Symbol Groups are based on the Symbol Groups configured within the CRM for IB commission calculations.</td></tr><tr><td><strong>IB Commission</strong></td><td>Displays the cumulative real-time IB commissions generated from each trading account during the selected reporting period. <br><br>This helps brokers evaluate IB performance, monitor commission payouts, and assess the effectiveness of their IB program.</td></tr></tbody></table>

### <mark style="color:red;">**2)   Account Type Description Visibility**</mark>&#x20;

You can now choose whether Trading Account Type descriptions are displayed to clients. This allows administrators to input details such as spreads or product specifications for internal use while keeping this information hidden from the Client Portal.

{% hint style="info" %}
This feature is available for both Live and Demo Account Types.
{% endhint %}

To configure this setting:&#x20;

1. Navigate to "**Settings**" > "**Open Account**".&#x20;
2. Click the "**Edit**" icon for the desired Account Type.<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FqvHReGOEa56QfyjbJSlH%2Fimage.png?alt=media&amp;token=ba654565-2e70-470b-85f4-949474b375f0" alt=""><figcaption></figcaption></figure>
3. Select "**Hide Description in Client Portal**".&#x20;
4. Click "**Save**". \
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FviUNkM3q8zNcFi0lgZJa%2Fimage.png?alt=media\&token=9f9415ff-b61e-4b7d-bf6f-b023528f1820)<br>

When enabled, clients will only see the **Account Type** name when creating a trading account, while the description remains hidden.\
\
![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FOcOqpSXU8n35OuxxybuH%2Fimage.png?alt=media\&token=da766fe1-851a-4c77-befe-0be76696986f)<br>

### <mark style="color:red;">**3)   Expanded Fortex Account Controls**</mark>

#### **A)   View-Only Passwords**

You can now create and manage Fortex view-only passwords directly within the CRM, enabling read-only access to trading accounts without allowing trades to be placed or modified, commonly supporting setups such as PAMM and copy trading.

This enhancement applies to the following functions:

1. **Creating a Fortex Trading Account**
   1. When creating a Fortex trading account, a new "**View-Only Password**" field is available below the main password.
      1. The field is optional. If left blank, the CRM will automatically generate a View-Only Password.
      2. The View-Only Password must be different from the main trading password.\
         \
         ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FqpQqTbtkKofgdGZLNKgS%2Fimage.png?alt=media\&token=29b217b1-bb9e-4abc-b6e8-5a91b04b7aa5)<br>
   2. Upon successful account creation, the View-Only Password will be included in the account notification sent to the client.<br>
2. **Changing Passwords**
   1. When updating the password of a Fortex trading account, you can now choose which password to change:
      1. **Password** – Updates the main trading password.
      2. **View-Only Password** – Updates the View-Only Password.\
         \
         ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FRec33c1hs9XwMdbsK49M%2Fimage.png?alt=media\&token=0127dee0-0e46-4fc0-8fca-0daff0e6919d)<br>
   2. The client will receive a notification after the selected password has been updated.

#### **B)   Login Access Management**

You can now enable or disable Fortex trading account login access directly from the CRM, eliminating the need to manage access separately on the trading platform.

1. To disable login access, click "**Disable Login**". <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FWphYThQFk49DvdBjK3D6%2Fimage.png?alt=media&amp;token=a3776a42-4eb5-411a-8e1e-84ef4c35b73d" alt=""><figcaption></figcaption></figure>
2. Click "**Confirm**" to confirm your action. \
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F1nUVxiMkfR9wZooy164L%2Fimage.png?alt=media\&token=b1c9f32a-fc77-4f45-b957-7c42b0adaffd)<br>
3. To re-enable login access, click "**Enable Login**" and confirm your action. <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FttFzzE0hhv1NYmtv50mC%2Fimage.png?alt=media&amp;token=8226d4bb-694d-4264-8c73-915efc8b27fe" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**4)   Enhanced Reporting**</mark>&#x20;

#### <mark style="color:$info;">**Back Office Portal Reports**</mark>

#### **A)   Client Group Visibility**&#x20;

A new Client Group column and filter in the Back Office Trading Account Report makes it easier to identify which client group each trading account belongs to, making accounts across different client segments easier to review and manage.

1. To display the **Client Group** field, click the "**...**" icon and select "**Field Display Settings**".<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FztdUPQNoMvXF9MxUdQG5%2Fimage.png?alt=media&amp;token=bc1f7f03-f19f-4dce-ad72-485821ffda56" alt=""><figcaption></figcaption></figure>
2. Bring "**Client Group**" to be under "**Displayed Fields**" and click "**Confirm**".\
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FN86GaNbrh4hpsGaFWgFX%2Fimage.png?alt=media\&token=34b59895-3135-4f7a-bd9b-9728b5659880)<br>
3. The **Client Group** column will now be displayed.<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F8kVqj4052Bl5GVByp6AR%2Fimage.png?alt=media&amp;token=2c38f3c7-e572-419e-9b97-cfa19d5eb065" alt=""><figcaption></figcaption></figure>
4. To filter trading accounts by client group, click the "**Filter**" icon. <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F89fNQPXS2j1hpRAPPngW%2Fimage.png?alt=media&amp;token=0f7f83fe-355f-4a0f-9b18-4bb43abb7d78" alt=""><figcaption></figcaption></figure>
5. You will need to add "**Client Group**" as a "**Filter Option**". <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FtCTbRaBuiRPt2zEuKLh6%2Fimage.png?alt=media&amp;token=c5e44a40-3e86-431f-8fba-52f77c1c53e8" alt=""><figcaption></figcaption></figure>
6. You can select one or more Client Groups to filter. \
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FugKXx4HMLit7FD4eqnrU%2Fimage.png?alt=media\&token=05568270-f67f-4820-83f4-7904c46ba6db)<br>

#### <mark style="color:$info;">**Client Portal & Back Office Portal Reports**</mark>

{% hint style="info" %}
The following report enhancements are available in both the Client Portal and Back Office Portal.
{% endhint %}

#### **A)   Multi-Currency Reporting** &#x20;

You can now view account currencies alongside trading activity and analyse trading volumes by currency for clearer reporting across multi-currency accounts.

The following enhancements are available:

<details>

<summary><strong>New "Currency" Column</strong></summary>

1. A new "**Currency**" column has been added to the **Trade History**, **Open Positions**, and **Pending Orders** reports.<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FmUXwSL0DVRnQmwNWFJ5e%2Fimage.png?alt=media&amp;token=8ba07510-99ff-418f-8626-4a0d0ee2b4f6" alt=""><figcaption></figcaption></figure>
2. Reports can also be filtered by Currency, with multiple currencies supported for selection. \
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fjda0twNwJsLNjioW67Nl%2Fimage.png?alt=media\&token=06a40585-85d7-4f6e-9b6e-b4ba25cc7fbc)<br>

</details>

<details>

<summary><strong>Trading Volume Summary by Currency</strong></summary>

1. Trading volume totals are now summarized separately by account currency, instead of being combined into a single total.<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FqSqLc6sySm8xxC7CgZKW%2Fimage.png?alt=media&amp;token=4f8dff4c-e3d7-4151-b3ce-f7474a6ac1b8" alt=""><figcaption></figcaption></figure>
2. This applies to the following reports:&#x20;
   1. Trade History
   2. Open Positions
   3. Pending Orders&#x20;

</details>

<details>

<summary><strong>Comprehensive Account Report Summaries</strong></summary>

1. The Comprehensive Account Report now also provides currency-based summaries for:

   1. Closed Orders
   2. Closed Volume
   3. Open Volume<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Faqv4N1W8HBHzIFPT3I3U%2Fimage.png?alt=media&amp;token=ab29343e-6bac-46d0-bd79-989c0faf2ebb" alt=""><figcaption></figcaption></figure>

2. This enhancement is available across the relevant Comprehensive Account Reports in both the Back Office Portal and Client Portal.

</details>

#### **B)   Trading Account Type Visibility**

A new Account Type column across the Back Office Trading Account Report and Client Portal Referral pages makes it easier to identify and review different trading account configurations at a glance.

The following enhancements are available:

1. A new "**Account Type**" column has been added to the Back Office Trading Account Report.<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F7I8iDjg8QwTPxpsms8Gd%2Fimage.png?alt=media&amp;token=6a20b409-afbb-434a-ab03-26f77028b9ff" alt=""><figcaption></figcaption></figure>
2. The "**Account Type**" column is now available in the **Client Portal** > **My Clients** > **Trading Accounts** page.<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FRXgOE9YdUzJW9xjqXHfG%2Fimage.png?alt=media&amp;token=f0bb7f13-0876-4dd1-9b62-94c2a904383d" alt=""><figcaption></figcaption></figure>
3. Demo Trading Accounts in the Client Portal now also display the “**Account Type**”, providing a consistent experience across both live and demo trading accounts. <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FTRwxyvkMWd7ukEhXywLp%2Fimage.png?alt=media&amp;token=b9cc9417-2eab-476c-8f49-fbb66efc4598" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**5)   New MT5 Open APIs**</mark>

#### **A)   Trade Retrieval API**

You can now retrieve MT5 trade data through the Open API for integration with external reporting, analytics and other business systems.

For more details, please contact your dedicated Account Manager.&#x20;

#### **B)   Deposit & Withdrawal API**

You can now perform MT5 deposits and withdrawals through the Open API, allowing external payment platforms, client portals and other systems to connect directly with MT5 funding workflows.

For more details, please contact your dedicated Account Manager.&#x20;

### <mark style="color:$info;">Client Portal Enhancements</mark>

### <mark style="color:red;">**1)   Trading Accounts Page Enhancements**</mark>

#### **A)   Credit Balance Visibility**&#x20;

Clients can now view credit balances for both live and demo accounts directly from the Trading Accounts page for a more complete picture of each account.

* **Live Accounts**<br>

  <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FvsYMClpC7FGl0j221J9y%2Fimage.png?alt=media&amp;token=e40b3445-1d55-4fbe-b66f-955876a5e8cb" alt=""><figcaption></figcaption></figure>
* **Demo Accounts**<br>

  <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FGwcnaGG7ogRvdLKUYTK2%2Fimage.png?alt=media&amp;token=c18a83c8-7696-4a53-bef6-9ceca160b55e" alt=""><figcaption></figcaption></figure>

#### **B)   Trading Competition System Tag**

Clients can now easily distinguish accounts participating in trading competitions from other trading accounts.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F8HSA1iZE1jbOORE3JE2J%2Fimage.png?alt=media&amp;token=2f65373e-5151-4ccb-a5bf-94a086ba5761" alt=""><figcaption></figcaption></figure>

#### **C)   Custom Trading Account Names**

You can now allow clients to rename their trading accounts for easier identification when managing multiple accounts, with administrators controlling whether clients have permission to make these changes.

{% hint style="info" %}
This feature is available for all supported trading platforms except MatchTrader.&#x20;
{% endhint %}

Before clients can use this feature, ensure the following permission is enabled for the client group:

* **Update Trading Account Name** – Allows clients to update the names of their own trading accounts.<br>

  <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FgoEFa4QR1bLDz8ojhleH%2Fimage.png?alt=media&amp;token=2ea24991-ca53-466c-bf0c-00bdebbd2baa" alt=""><figcaption></figcaption></figure>

To rename a trading account:

1. Navigate to "**Trading Accounts**".
2. Click the "**Edit**" icon beside **Name in Trading Platform**.<br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FrvRw5QXGu2Tb3F6IyRGH%2Fimage.png?alt=media&amp;token=721997ce-9ed3-49f9-bfec-8a88317bdcd0" alt=""><figcaption></figcaption></figure>
3. Enter the new trading account name and click "**Save**". <br>

   <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FI76KpGGsMAZ7hNvTcDc4%2Fimage.png?alt=media&amp;token=bb805c55-3e9b-41fc-aeac-f54977b7c1d1" alt=""><figcaption></figcaption></figure>
4. Once the changes are saved, the updated trading account name will be synchronized to the corresponding trading platform.

### <mark style="color:red;">**2)   Clearer Account Types on Dashboard**</mark>&#x20;

Clients can now view the Trading Account Type directly from the Client Dashboard, while "**Live**" and "**Demo**" are displayed separately as system tags for clearer identification of each account.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FqH1VoUipRrgtJuwtoNIt%2Fimage.png?alt=media&amp;token=ce015b71-e4a6-4617-af0a-49cf00cfd522" alt=""><figcaption></figcaption></figure>