Account Details View
Comprehensive view of individual account details with financial summary and management tabs.
Comprehensive view of individual account details with financial summary and management tabs.
How to set margin call, stop out, and warning levels for individual accounts.
Define a new profile for trading accounts, such as Standard, Pro, or VIP.
How to modify account properties, adjust balances, and change trading permissions.
How to create, view, and edit different account types with specific trading conditions.
How to view, close, update, and delete open positions for selected accounts.
How to view and manage pending orders that will execute when market conditions are met.
Instructions on how to change the leverage setting on a customer's trading account.
How to access and filter all trading accounts with customer investing view.
How to review historical positions, view details, and reopen closed positions.