Brokers

The Brokers section is intended for:

• To fill in and correct information about a broker
• To manage broker parameters
• Create and manage a demo broker

Once you have selected a broker and clicked on it, you will be directed to a page with information and settings for the broker.

On top of the screen you can see the name of the broker and Profile Page button. Click it to open broker's profile.

Logo settings

To add logos, click the Upload button and select the logo to be added, or drag the logo into the specified area. Supported formats are .jpg, .png and .gif. The required image size is indicated next to the upload area.

The logo uploaded here will be displayed in both color themes in the admin terminal, unless separate logos are configured for them in Advanced Logo Settings.

Advanced logo settings

For Main settings logo and Light theme you can add:

• Basic broker logo (Basic logo) to be used on the login screen and in the admin terminal;
• Logo for the trading terminal (Trading logo)

If the logo is uploaded only for one of the color themes, it will also be used in the second one.

AUTH PAGE BACKGROUND allows you to specify a logo to be used as a background on the broker authorization page (AUTH PAGE BACKGROUND) and a favicon (FAVICON) for tabs in browsers.

Documents allows you to specify logos used in reports (REPORT) and mailings (EMAIL).

Click SAVE to save logo settings.

Broker settings

The broker settings are divided into several subsections described in the corresponding articles:

Name	Description
General	general settings and information
Settings for reports	brokers reports settings
Payment settings	payment settings
Account settings	accounts settings
Login settings	password policy settings and disclamer shown to the client upon login
Appearance	brokers appearance settings
API Token	token settings for connection to external APIs

Demo broker creation

To create a demo broker, click Create demo broker in the upper right corner. In the window that appears, specify the settings that will be used for all accounts created in automatic mode. Click CREATE to save the settings of the created demo broker.

Name	Description
Starting account balance	Starting balance of accounts opened in the demo broker.
Account group	Account group, the settings of which will be applied to the accounts created in the demo broker.

The Aggregator settings applied to accounts in the demo broker determines which instruments will be available on accounts created within it.

Please note! The settings of the demo broker will not affect the settings of the main broker.

Also note! Authorization settings set in the main broker are also inherited by the demo broker (if it was created).

After creation, the demo broker will appear in the list of brokers available to you. Demo broker settings are similar to those of a main broker.

Please note! In the General section of the demo broker settings, the Demo environment option is enabled. It is set only for demo environments. It is not recommended to change this setting to avoid undesirable system behavior.

Additional demo-broker settings

For the demo broker, you can further override the Account start balance, Show trade ideas available to the main broker and Override selections blocks available for the demo broker in the Unity investments application.

The Demo without registration option allows clients to log into the demo environment without registering or entering an email or phone number. In this case, when logging into the demo environment, a one-time account, profile, and user will be created for the client, which will no longer be accessible after the session ends.

When enabling this option, you can also add multiple Passphrases and assign them to separate account groups (available in demo-broker) with different settings, thus setting different trading conditions for different clients.

To create a new passphrase, click the Add passphrase button.

Link generation example: - Broker URL: https://bestbroker.broker/ - Passphrase: qwerty123 - Accordingly, the link for demo registration with a one-time account will look like this: https://bestbroker.broker/login?demopassphrase=qwerty123

The generated passphrase allows you to:

• Copy the registration link containing the required code by clicking the first button to the left of the account group;

• Open and copy the QR code generated for the link:

  

• Delete the passphrase and the ability to register using the link containing it.

Please note! To create links for a web application, the Deep link schema must be specified in the Applications broker settings. To add it, please contact the Unity team.

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Accounts created within the demo broker have a simplified closing function:

• Accounts can be closed regardless of the assets and positions held.
• The client cannot close the demo account independently if it is their only account.
• The account is closed automatically if it has been inactive for 30 days.