Client Area
One client, several accounts, one place to manage them
A client may run a live account, a demo, a swap-free account and a separate currency. Each is created, funded and monitored from the same client area, with balances that reconcile to the trading platform.
Illustrative. One client, four accounts, each with its own terms.
What an account carries
Accounts are where commercial terms meet the trading platform
Self-service creation
Clients open additional accounts themselves within the types their group permits, without a request to your desk.
Per-account settings
Currency, leverage tier, platform and swap treatment are properties of the account, so one client can hold quite different accounts.
Funded internally
Moving money from a wallet to an account is an internal transfer, immediate and free, rather than a new deposit.
Live state
Balance, equity, margin and open position count are read from the trading platform rather than reported separately.
Lifecycle control
Accounts can be made read-only, archived or closed, with history preserved for statements and reporting.
See it live
Every account, one balance sheet
Live, demo and swap-free accounts in different currencies sit together, with equity and holdings reconciled to the trading platform.
From creation to closure
Four stages, all of them available to the client without contacting you
- Create
Within the types they are allowed
The client chooses from account types their group permits. Type determines platform, currency options, leverage tier and swap treatment.
Client can do this - Fund
An internal transfer, not a deposit
Value moves from a wallet to the account instantly, with matching ledger entries on both sides and no external processing.
Client can do this - Monitor
State read from the platform
Balance, equity, used margin and margin level come from the trading platform, so the client area cannot show a stale figure.
Client can do this - Close
Archived, not deleted
Closing an account settles remaining balance back to the wallet and archives the record, which keeps historical statements complete.
Client can do this
Why self-service accounts matter
Account requests are a surprisingly large share of support volume.
Fewer requests
Clients open and fund their own accounts instead of asking your desk to.
More segments served
Swap-free, per-currency and professional account types coexist without separate systems.
Faster funding
Internal transfers put money to work immediately rather than after a settlement cycle.
Complete history
Archiving rather than deleting keeps past statements correct.
FAQ
Trading accounts: common questions
5 short answers to what teams ask before a demo.
There is no fixed limit, though you can cap it per client group. Most brokerages allow several so a client can separate strategies, currencies or account types.
Yes. Leverage tier is a property of the account type, so one client can hold a conservative account and a professional one at the same time, within what their group permits.
By internal transfer from the client's wallet. That is a pair of ledger entries rather than an external payment, so it is immediate and carries no processing cost.
Yes. Balance, equity, used margin and margin level come from the platform itself rather than from a periodic sync, so the client area cannot display a stale figure.
Remaining balance settles back to the client's wallet and the account is archived rather than deleted, which keeps historical statements and reporting complete.
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