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Before creating an account in the broker instance for the first time, you must have at least one setting for each of the following categories: Aggregator setting, Margin Profile, Netting Setting, Tax Profile and Tariff. Since admin team has already created their own broker accounts with Personal and Nominal types in the broker instance, Aggregator setting, Margin Profile, Netting Setting, Tax Profile and Tariff already have one created setting.

Creating an account for your company

When you receive the platform, your company already has a corporate profile created by system administrator. In addition, at least one real account is opened with linked connectors (if you provided information about them to us). For proper internal accounting, you need to open at least two accounts - one personal and one nominal. The number of accounts is not limited.

In order for your personal account to be recognized by the system exactly as your own account, you need to create such an account so that it has the same Client and Provider IDs. Please see below how to do it:

1. Enter your profile

2. Click the button

3. Choose Accounting type - Personal

4. Select the Provider ID is set by default

Creating a nominal current account for your company:

If you receive the platform and you already have a real brokerage account, then you need to connect your user with Trader access to this real account.

If you have a real client brokerage account, you do not need to link users with Trader access to it. A trader will be linked directly to each of the clients.

Creating a nominal current account for your company:

1. Enter your profile
2. Click the button
3. Choose Accounting type - Nominal
4. Choose Management type - Current