Accounts

TradeSocio NewUX - Broker Admin manual

Accounts report provides you the list of all investor accounts with deposits currently active on the platform and functionality to manage them.

The report consists of navigational toolbar and the table of contents.

Navigational toolbar in the top right corner of accounts report has a number of functions:

• Filter - filter report by choosing only specific accounts to display

• Export CSV - export the list of accounts in .csv format and save file on your computer

• Search Keywords - search for relevant data in the report by using the keywords

By using the navigational buttons you can create a personalized view of report:

• Add and remove the columns from the table of contents

• Size to fit - resize columns to fit the current width of the widget

• Auto-Size All - resize columns for the optimal view of the data displayed

You can perform following management actions from the report:

• View CRM - redirect to user CRM page

• Deposit & Withdraw - deposit or withdraw funds to the particular account

• Start copy - start a new allocation on behalf of the client