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Account Management in Client Portal

Updated over 3 months ago

Account Categories Overview

The Account List section in your Client Portal organizes all your trading accounts into three main categories:

  • Real Accounts: Active accounts using real funds for live trading

  • Demo Accounts: Practice accounts using virtual funds with no financial risk

  • Archived: Inactive real accounts that have been temporarily set aside

You can customize how these accounts are displayed by sorting them according to creation date, available margin, or nickname. Choose between list or grid view based on your preference for viewing account details.

Creating New Accounts

To open a new trading account, simply click the "+Open New Account" button and follow the guided setup process.

Account Card Information

Each trading account is represented by a card displaying essential information:

  • Account classification (Real/Demo)

  • Platform type (MT4/MT5)

  • Account type (Standard, Raw Spread, Zero, etc.)

  • Account number (used as login credential)

  • Custom nickname (if assigned)

  • Key financial metrics (leverage, free margin, P&L, equity)

  • Server information and login details

Available Actions

Directly from each account card, you can:

  • Access trading platforms

  • Make deposits

  • Request withdrawals

  • Change trading passwords

For additional account management options, click the three-dot menu to:

  • Transfer funds between accounts

  • Adjust maximum leverage

  • Add or change account nicknames

  • View detailed account information

  • Set up read-only access

  • Manage account statements

  • Update trading and investor passwords

  • Archive inactive accounts

This centralized management system gives you complete control over all your trading accounts in one convenient location.

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