Help Center
Our products knowledge base for customers
Personal Current Account
Current accounts
An account with the Current management type is intended for non-trading operations with client funds, primarily deposits and withdrawals. Such an account can be used as an intermediate account for holding and transferring funds without using them for trading.
Current accounts are created manually in the admin terminal. Clients cannot create this type of account themselves.
The following parameters are used when creating the account:
| Parameter | Value |
|---|---|
| Account relation | Client |
| Account type | Personal |
| Management type | Current |
Multiple accounts with the Current management type can be created for a single client profile.
Important! Current accounts are not intended for trading. Trading operations and currency exchange are not available for such accounts.
Display of funds
Current accounts are displayed separately from trading accounts in account lists and selectors.
Funds held in these accounts are included in the total asset value of the client profile.
Unity Investments
If the client profile contains Current accounts, they are displayed as a separate group in the account selector in the Unity Investments app.
Funds held in Current accounts are included in the total asset value of the profile.
When such an account is selected, trading and currency exchange features are unavailable. In particular, the currency exchange option is not displayed for a Current account.
Trading terminal
Current accounts are displayed as a separate group in the trading terminal account selector.
When a Current account is selected, the set of available terminal sections is limited. Copytrading, Finances, Partner area, Rates, Settings, and Release notes are available.
In the Finances section, Current accounts are displayed as a separate group. For an account with this management type, the currency exchange option and the Instructions tab are also unavailable.