Help Center

The Access section allows you to manage accounts, users, and profile settings. Here you can also see open account positions.

The Accounts tab contains a list of all accounts that belong to the selected broker.

button allows you to adjust the visibility of filtering fields and the order in which they are displayed on the right of theFilter button.

button allows you to filter the table by date range, accounts and accounts relations, counterparty, account and management types, and status.

The column Opened by displays the source of the account creation.

Also there is a currency selector to convert your funds:

The most part of the columns in the Accounts table can be ordered by ascending or descending order by clicking .

button is designed to select a columns visibility.

allows you to restore all of the columns to the default.

To create a tab with already filtered values, after filtering in the main tab, click the button.

Adjustment is used to enable such settings as Enable proxy external id, Skip order margin check, to set a Margin credit and the setting of limits Net, Gross are available.

The Info section shows you detailed information about the account. Here you can find Account name, its party role, External ID, Open Date and Account Description. There is also an option to close account here.

Also here is a switcher for Invert side in reports located.

is the mode for viewing a trading process in the selected account.

You can import account limits to this section by clicking the button.

You can rearrange the columns of the Accounts table if you need.

To save the table locally click the in the bottom right part of the screen.

You can set the line display limit in this section by clicking the to the left of theSave as XLS button.