Account settings

TradeSocio NewUX - Broker Admin manual

From account settings menu you can review available currencies and leverages, and adjust the account opening procedure according to your requirement.

The enabled options are ticked green and represent all currencies and leverages of investor accounts that are currently enabled for your platform. You will be able to open new accounts using the enabled options.

In case you would like to enable additional account currency or leverage options, please contact [e-mail]

As a default, new account application is auto-approved on the platform. User can user Open live account functionality, submit the necessary details and the account will be automatically created. The new account will have 0 balance and will be ready to be funded and used for investing.

You have an option to manually approve all new account applications. Enable from Create request for live account to turn on the functionality.

After investor submits the application form, the open account request will be automatically created. You will be able to review the request and approve it in Reports - Requests

You also have an option to open a live account for all users automatically when they register. The functionality can be enabled from Create live account on signup. After user fills the registration form and activates his new user id, the new account will be automatically created.

The account can also be automatically funded with specified deposit amount.

You can input ''0'' in the field, if you want the account unfunded.

The account prerequisites, procedures and workflows can be adjusted to meet your specific compliance needs and company policy. Please contact [e-mail] for more information.