Configuration
Required Permissions:
Permission: | Access: | Additional Permissions needed: |
|---|---|---|
Create Trading Account Type | Allows a user to add a new account type | Account Types:
|
View Trading Account Type | Allows a user to see the account types | No additional permissions needed |
Update Trading Account Type | Allows a user to edit an account type | Account Types:
|
Delete Trading Account Type | Allows a user to remove an account type | Account Types:
|
How to create an Account Type:
Navigate to Settings > Trading Platforms > Account Types > + New
To create a new Account Type you have to:
add the Account type’s Name
add the Restriction Type
Enabled for all countries
Enabled for selected countries
If this option is chosen, a new field appears to select the allowed countries from a drop-down list
Disabled for selected countries
If this option is picked, a new field appears to select the restricted countries from a drop-down list
choose whether the Account Type will be Published or not:
Yes = the account type is visible in the member’s area
No = the account type is not visible in the member’s are, but it will still be visible in the admin area.
Optional: you can add Suggested Leverages, which will be shown in the members area when a client creates a new trading account. To get familiar on how to add suggested leverages click HERE
Once a Account type is created, a group needs to be assigned to the account. To assign a group to an account type follow this KBA by clicking HERE
How to Edit an Account Type:
Navigate to Settings > Trading Platforms > Account Types > and click on the pencil icon, as shown below:
How to Delete an Account Type:
Navigate to Settings > Trading Platforms > Account Types > and click on the red icon, as shown below: