Release Notes
  • Add Deposit to Active Allocation
  • Allow Disconnect Account
  • Allow Global Fund
  • Block User
  • Customize Loader
  • Fund Fact Sheet
  • Global Fund
  • Global Fund License Document
  • HWM Enhancement
  • Investment in Non-public Fund
  • JFD Changes
  • Merge Fees Enhancement
  • Mutual Fund
  • Open Position Visibility Settings
  • Workstation
  • Fees Settings Change in a Work Flow
  • Minimum Investment for Global Funds
  • Reconciliation Report
  • Show Hide AUM
  • Work Station CurrentTC
  • Badges Settings for NewTC
  • Error Handling Report
  • Investor Report
  • JFD Customization
  • Master LogIn
  • LogIn API
  • Queue Management
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  • Introduction
  • Broker Admin Settings

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Allow Disconnect Account

Release Note

PreviousAdd Deposit to Active AllocationNextAllow Global Fund

Last updated 5 years ago

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Introduction

We can allow/disallow user to disconnect account using settings from broker admin.

In this document we shall discuss the settings for enabling/disabling disconnect account settings.

Broker Admin Settings

Broker admin can enable “Disconnect Account ”settings from Settings Add Account settings as shown below:

Broker admin can allow/disallow disconnect account as shown in figure:

By default, these options will be disabled. Then on mu accounts page disconnect account option will not be available.

When this option is enabled then “Disconnect account ” option will be available on my accounts page