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Account settings

Account settings

The following settings can be configured in the Account settings tab:

brokers-account_settings.png

  • Use master margin allows the child broker to use the specified margin profile of the parent broker.

  • Use master netting allows the child broker to use the specified netting settings of the parent broker.

  • In the Default role setting, you can select the role to be used for accounts created via the REST API or by the client.

Other

In this section you can select account groups, which settings will be applied to new clients:

broker_account_settings_other.png

Account sources available for setting group settings:

NameDescription
Registration account groupself-registration of personal profiles by clients
Client open account groupsopening an account from the terminal by the client. This is only possible if the client role has the Manage client accounts permission set.
Rest open account groupsaccount creation via REST API
Registration open corporate account groupself-registration of corporate profiles by clients
Please note! The group specified in the Client open account groups field is also used as the group assigned to the subscriber's account after they unsubscribe.
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