Trading accounts

Trading accounts belong to individual servers. Open Accounts in the dock and choose a server, or open Servers → your server → Accounts.

Before creating an account

• Confirm the server name and Demo or Live environment.
• Check that the server is connected and has spare licensed account capacity.
• Review its currency and supported leverage.
• Attach the required markets before expecting the account to trade them.
• Use an Owner, Admin, or Developer role for account creation and credential management.

Create a trading account

1. Open account creation

   On the server’s Accounts page, click Create Account. The form is titled Create Accounts, but it creates one trading account per submission.

2. Enter account details

   Enter Account Name. Under Trading Password, provide a password with 8–128 characters or leave it blank for automatic generation.

3. Set balance and leverage

   Enter a nonnegative Initial Balance and choose one of the server’s Leverage ratios. The form starts with an initial balance of 10000; change it to the amount you actually intend, including 0 when appropriate.

4. Submit once and wait

   Click Create Account. Console returns to the account list. A row may show Creating… while the server processes the request. Wait for a real account number before opening it or attempting Terminal login.

5. Check the result

   Open the account number. Confirm the name, Balance, Initial Deposit, Leverage, and Status. If creation does not finish, check the server’s Recent Commands before creating another account.

An initial trading balance is a ledger setting, not a purchase of API credits or a transfer from a crypto wallet. Follow your organization’s approval process when assigning balances.

Find an existing account

Search the server account list by name or account number. Use All Statuses to narrow the list to Active, Disabled, or Archived, and use page controls to browse results.

If you cannot find an account, clear filters and check the server first. Account numbers are resolved within the selected server.

Note

The account list currently displays Equity using the returned balance value. Do not use this column as a live unrealized-profit or risk calculation. Check the appropriate Terminal account view for trading activity.

Give a trader access

In the account detail page, find Terminal credentials.

1. Use Display to reveal available passwords, or use the copy button beside the required credential.
2. If a credential is unavailable, click Generate password or the corresponding reset action.
3. Share the exact organization/server name, account number, Terminal address or application, and the appropriate password securely.
4. Click Hide before screen sharing or taking screenshots.

Credential	Access
Trading password	Trading access for the account, subject to its status and permissions.
Investor password	Read-only access.
Console email and password	Organization management in Console; not a Terminal trading login.

See Connect a trading account for the trader’s login steps.

Reset a password

Click Reset Trading Password or Reset Investor Password. Enter New password, or leave it blank to generate one, then click Confirm.

Save the returned password securely. The reset is processed as a command, so check completion before asking someone to use the new password. Reopen the account detail page after completion if credentials have not refreshed yet.

Warning

Only reset credentials when you intend to change access. A new password may be returned before the server has applied it. Do not repeatedly reset it because the first command is still processing.

Review account activity

Section	What you can inspect
Transactions	Ledger entries with amount, resulting balance, reference, and date.
Positions	Recorded positions, including symbol, side, volume, status, and opening time.
Deals / executions	Recorded executions with symbol, type, volume, price, and execution time.
Orders	Recorded orders with symbol, type, volume, status, and price.

Each section has its own page controls. These are records for inspection; the Console does not provide Terminal order-entry or chart controls here.

Use Deposit or Withdraw for balance adjustments.

Delete an account

Click Delete, read Permanently delete account, then confirm with Delete Account only if you intend to remove it.

Warning

Account deletion is destructive. The dialog states that the account and its transaction history are permanently removed. Preserve required records and obtain your organization’s approval before confirming. Deleting an account is not a temporary access suspension.

Current account controls

The current Console supports individual creation, balance adjustments, password resets, and deletion. It does not yet provide working bulk actions, account renaming, leverage editing for existing accounts, or enable/disable/archive controls. Selecting rows and confirming Bulk Actions does not perform an account operation.

For supported programmatic account operations, see the Management API overview and its API reference.