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Broker creation
1. Corporate profile
The first step is to create a Corporate profile. Аfter creation, please activate the created profile.
| Name | Description |
|---|---|
| Name | broker name |
| Country | select the country |
| LEI code | Legal Entity Identifier, 20 digits |
| Contract type | Client, Provider, Client & Provider |
2. Application profile
The second step is to create an Application Profile.
| Name | Description |
|---|---|
| iOS App Link | link to the mobile application in the App Store. (Attachment links are used in the email footer) |
| Android App Link | link to the mobile application in Google Play Market. (Attachment links are used in the email footer) |
| Link to second iOS app | second link to the mobile application in the App Store |
| Link to second Android application | second link to the mobile application in Google Play Market |
| Deep link scheme | iOS Universal Links or Android intent URL |
| SendGrid Email | The email address that is used to send notifications, new user and password reset emails, and 2FA code emails. This address should be added to the SendGrid service and verified. |
| SendGrid Key | API key for interacting with the SendGrid service. The key must have permissions “send mail”, “sender authentication”, “template engine”. |
| Twilio Authentication API Key | allows you to use the authentication service. This allows you to send 2FA codes to the authy app. |
| Twilio checks service ID | Validation service ID. This service allows you to send 2FA codes via email or SMS. |
| Firebase Database URL | connection string to the Firebase service. The service allows you to send push notifications to mobile applications. |
| Firebase json credentials | a string with credentials for working with the Firebase service. |
| Admin access | by checking the box, you can grant Administrative access to the application. |
3. Broker
Now you can finally create a Broker.
General
In the main broker settings, the following parameters are configured:
| Name | Description |
|---|---|
| Name | broker name |
| Profile | broker profile |
| Time zone | time zone |
| Application Profile | broker profile for the application |
| URL | broker's web address (before filling in, please send the URL to the platform support service) |
| Tool suffix | suffix that will be added to all broker instruments |
Authorization
Broker authorization parameters are configured here:
| Name | Description |
|---|---|
| Default Authentication Method | default authorization method - phone number or email |
| Enabled Authentication Methods | available authorization methods |
Option Registration enabled | option to enable registration and KYC for broker clients |
The default authorization method can be changed later in the settings if desired. You can enable the client to register himself, and you can also enable him to fill out a KYC form. (This feature is only available to those who initially provided the platform with their profile. If the profile was not provided, the function will not work.)
Currency
In this subsection you can configure the broker's currency parameters.
| Name | Description |
|---|---|
| Currency | broker's main currency (by default, revaluation will be carried out in the currency selected here) |
| Currency for revaluation | available currencies for conversion |
The Currency for revaluation parameter allows you to select currencies for revaluation. For successful operation, when choosing a currency, you must make sure that the system has a rate of exchange between the dollar and this currency.
Click Add Currency to add a currency for conversion, Cancel to cancel the selection and Save to save the currency in the broker settings.
Sharing settings
Exchange settings allow you to:
- Share your trading idea for brokers
- Share stories for brokers
To set up an exchange, select the desired broker from the list provided.
News providers
Select news providers from the list provided.
Data sources
This field is optional, select the asset rate connector, if necessary.
Other settings
| Name | Description |
|---|---|
| Account ID for Cash-In Cash-Out | select an account for Cash-In, Cash-Out operations |
| Matomo Site ID | identifier in the Matomo analytics service |
Logo
You can upload your broker's logo to display in the system. Click on Advanced Logo Settings to see the size requirements for logos. Click Upload favicon to install the favicon.
Report settings
Fill in the Report settings for correct display of data in reports.
Create a demo broker
The functionality of the platform allows you to create a demo version of your broker.
Click Create demo broker and in the window that appears, enter the desired Starting account balance of your clients in the demo version and select Account group, then click Create.
After creating a demo broker, a link to enter the demo version will appear below on the authorization page of your broker.
To log in as an administrator to the newly created demo broker, you need to add the created demo profile and give yourself access to this profile.