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Configure Margin Settings

Applies to: Risk Managers, Administrators

Margin Settings allow you to configure risk management parameters for individual trading accounts, including margin call warnings and automatic position closure levels.

Margin settings

Accessing Margin Settings​

  1. Navigate to Customers → Accounts
  2. Select the desired account and click the action button
  3. In the Account Details view, click the Margin Settings tab

Understanding Margin Parameters​

Warning To Deposit Percentage​

  • Purpose: Early warning level before margin call
  • Typical Value: 150% - 200%
  • Action: System generates warning notifications, warning email
  • Effect: Customer advised to deposit funds or reduce exposure

Margin Call Percentage​

  • Purpose: Critical margin level requiring immediate action
  • Typical Value: 100% - 120%
  • Action: System issues margin call alert, warning email
  • Effect: Customer must deposit funds or positions may be closed

Margin Auto Close Percentage​

  • Purpose: Automatic position closure level
  • Typical Value: 30% - 80%
  • Action: System automatically closes positions, information email
  • Effect: Positions are closed starting from most losing

Configuring Margin Levels​

Setting Percentage Values​

  1. In the Margin Settings tab, locate the three percentage fields

  2. Enter desired values for each level:

    • Warning Level: (%) - Early warning threshold
    • Margin Call Level: (%) - Critical alert threshold
    • Auto Close Level: (%) - Automatic closure threshold

  3. Ensure logical progression: Warning > Margin Call > Auto Close

Account-specific Considerations​

  • Account Type: Different types may have different requirements
  • Customer Experience: Adjust levels based on trader expertise
  • Market Conditions: Consider volatility when setting levels
  • Regulatory Requirements: Ensure compliance with local regulations