Understanding Your Account List
When you log into your Client Portal, the Account section provides a comprehensive view of your financial status and trading accounts. This guide explains all the elements you'll find on this page.
Top Section Overview
At the top-right corner of your Client Portal, you'll see:
Total Funds Display: A wallet icon showing your combined funds in USD
Fund Sources Included: This total combines balances from:
All your live trading accounts
Your Investment Wallet
Your Partner Wallet
Information Cards
Below the total funds display, you'll find three information cards:
Trading Accounts Card:
Shows the number of live trading accounts you own
Displays their combined USD value
Investment Wallet Card:
Shows funds available for copy trading
Displays funds available for joining Fund Management services
Partner Wallet Card:
Shows commissions earned from your referred clients' trading activities
Account Categories
Your accounts are organized into three categories, each with its own tab:
Live Accounts: Your trading accounts with real funds
Demo Accounts: Practice accounts with virtual funds
Archived Accounts: Inactive accounts that have been archived
Live Account Details
The Live Accounts section displays your active trading accounts in either:
List View (default display)
Card View (toggle using the grid icon on the right)
For each account, you'll see:
Account nickname
Platform type (MT4/MT5)
Account type (Standard, Zero, Raw, etc.)
Account number
Balance
Leverage
Available margin
Unrealized P/L
Equity
Server name (with copy button)
Account Management Options
Each account has two main action buttons:
Deposit Button: Takes you directly to the deposit page for that account
Trade Button: Opens options for trading platforms:
Download desktop application
Trade via web platform
Download mobile app
When you click "Trade," a popup displays:
Your account credentials
A QR code for mobile app installation
Additional Account Functions
The three-dot menu provides access to these account management functions:
Rename account
Change trading password
Change investor password
Adjust leverage
Archive account
Withdraw funds
Transfer funds between accounts
This comprehensive interface gives you full control over your trading accounts and funds in one convenient location.