Open an account

TradeSocio NewUX Investor Experience

Default Add account

In order to open a new account you need to complete Add account application. The functionality can be accessed from main menu toolbar in the top right corner of the platform.

In case you do not have any accounts associated with your user ID yet, you can alternatively click on Click here to create account from the bottom toolbar.

Both options will open the same Personal Live Account application form.

You will be requested to fill up the necessary fields of information.

The blocks and fields can be customized and modified according to business requirements and policies. Default application form is provided as an example.

You will be able to open a new account after you enter required information, submit compliance documents and agree to Terms & Conditions.

Click on Personal Live Account to finalize the application.

Your new account details will appear in the bottom toolbar of the platform.

The Auto-approve for new account creating can be disabled for the platform, in this case you would have to manually check and approve each new account application.

In case your company's policy is to review applications for new accounts, then you will receive the notification.

You will be informed by message when your new account is reviewed and approved.

For testing purposes the account Auto-creation can be enabled for the platform. In this case each new registered user ID will automatically open an account already funded with desired amount.

In case you open multiple accounts, you will have the the option to switch between them from the bottom toolbar. Click on the arrow sign in the bottom right corner to open the account navigation panel.

You can type account name or account number to complete the search.

Each new account will be open with 0 balance by default. In order to start investing, you will have to deposit funds in the account.

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Last updated 4 years ago

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