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Edit Account Settings

Applies to: Administrators, Account Managers, Finance Team

The Edit Account section provides comprehensive control over account configuration, including balance adjustments, permission changes, and account property modifications.

Edit account

Accessing Edit Account​

  1. Navigate to Customers → Accounts
  2. Select the desired account and click the action button
  3. In the Account Details view, click the Edit Account tab

Account Properties Modification​

Basic Information​

  • Account Type: Change account classification
  • Leverage: Adjust leverage ratio
  • Is Tradable: Enable/disable trading capability

Balance Management​

Add Bonus​

  1. Navigate to Bonus input field
  2. Enter bonus amount
  3. Enter bonus reason
  4. Click Add to add, Click Remove to deduct

Balance Correction​

  1. Navigate to Correct the account balance section
  2. Enter correction amount
  3. Click Update after solve the simple math addition

Fund Transfers​

  1. Navigate to Amount input field
  2. Enter the amount
  3. Add the comment
  4. Click Deposit to add the amoout or Click Withdraw to remove the amount
  5. Account balace will update accordantly