Overview of Account Customization Options
You can manage various settings for your trading accounts, such as nicknames and leverage, from the Account List tab in your Client Portal.
Available Account Settings
Adjusting Maximum Leverage
The maximum leverage available depends on your trading account's current leverage requirements (determined by its current equity). You can always choose any custom leverage below the maximum allowed for your account.
To view your current leverage:
Click the dropdown icon to expand the account card
View the leverage setting displayed on your account
To change leverage:
Log in to your Client Portal
Click the 3-dot icon next to your chosen trading account
Select "Change max leverage"
Use the dropdown to set your leverage from 1:2 to 1:Unlimited (or select "Custom" for specific settings)
Click "Continue" and "Confirm" to apply the changes
Note: If you choose a leverage setting higher than what's currently available (due to account equity or higher margin requirements), the actual leverage applied to your positions will be lower than your maximum setting. You can check the actual leverage applied in your Client Portal.
Renaming Your Account
To give your account a nickname:
Go to Account List in your Client Portal
Click the 3-dot icon on any trading account
Select "Rename account"
Enter your preferred nickname in the pop-up window
Click "Continue" to confirm
Setting Read-Only Access
Setting a read-only password allows you to share trading account access with a third party who can view trading activity but cannot place trades.
Managing Statements
To manage your statements:
Go to your Client Portal and click on Account List
Click the 3-dot icon on the relevant trading account
Select "Manage your statements"
Check the box if you want to receive email statements
Click "Save"
To stop receiving statements, follow the same steps but uncheck the box before saving.
Changing Trading Password
You'll need to set up a trading password for each account you create, which you'll use when logging into the trading platform.
Archiving Accounts
You can manually archive trading accounts to hide them from your active Real and Demo account lists. Archived accounts will appear in the Archived tab of the Account List area.