Account groups

Account groups are designed to make it easier to create new accounts by allowing to pre-set Trading settings and daily Report types for them.

Click + in the settings list to create a new account group.

Set the Name for the new account group, select the settings that should be used in this particular set and select the Trade mode. All the information about particular settings you can find in the correspnding articles of the Help section.

Switch on the Skip order margin check option if needed. If this setting is enabled, the system does not perform margin checks when placing orders.

The External ID field can optionally specify the external account ID in the liquidity provider's side. The Add button allows to add multiple External IDs and specify the Target account IDs for the corresponding liquidity providers.

Please note! External ID settings specified in an account group override similar settings for the accounts within it. The Do not override external ID and Do not override external IDs checkboxes allow to disable these overrides. Editing these fields in Account Settings becomes unavailable.

Click Create (for the new setting) or Save (for the existiong one) button to apply and save changes.

To change an existing setting, click the Edit button.

In edit mode, the setting can be deleted by clicking the Delete button.

The Duplicate button allows to create a duplicate of an account group, which, when saved, will function as a separate account group.