Create Customer Group

TradeSocio NewUX - Broker Admin manual

In order to create new customer group, access the main Customer Groups page and click on Add Customer Group green button.

You will be redirected to the group creation module. Follow the instructions step by step.

Info

Add a group name and details about this group in description. Keep the group status switch On if you would like the group to be active immediately.

Enable Module

Choose which modules the customers in the specific group will have access to. For example if you choose Trading, then customers of this group will only be able to access Trading module.

The list of available modules may vary depending on your individual platform set up.

Assets

Choose asset groups that will be available for trading in this group.

The available asset groups list will depend on your deployment requirements and individual platform configuration.

Create Group

You can choose the following trading details for the new group:

• Risk profile - investor execution modes

• Commission profile - broker commission settings

• Feed profile - broker spread settings

• Rebates profile - intoducer's fees settings

The selected profiles will apply only to the self-trading type of allocations will be used once investing in Equities, ETFs, Mutual funds and also for Basket and Robo Advisory allocations.

Compliance

You can choose if deposits, withdrawals or open account request will be auto-approved or restricted to be approved by Admin. The settings on the group level will override the default settings of the platform.

Click Next to save and create your new group. It will be automatically added to the customer group report.