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View All Accounts

Applies to: Administrators, Account Managers, Risk Managers

The Accounts page provides a comprehensive overview of all trading accounts in the system with advanced filtering capabilities and direct access to customer investment views.

Accounts List View

Accessing the Accounts List​

  1. Navigate to Customers → Accounts in the main sidebar
  2. You will see a complete list of all trading accounts

Understanding the Accounts Table​

The table displays detailed information in filterable columns:

  • Account Number: Unique trading account identifier
  • Customer Name: Account owner's name
  • Account Type: Type of account (Standard, VIP, Professional)
  • Amount: Current account balance
  • Leverage: Account leverage ratio
  • Tradable: Account status (enable or disable for trading)
  • Customer Status: Customer status (Active, Innactive, Archive)

Using Advanced Filtering​

Quick Filter Options​

  • Customer Status: Show Active, Inactive, or Archive customers' accounts
  • Account Type: Filter by specific account types
  • Tradable: Filter with account status

Use the search bar to find accounts by:

  • Account number
  • Customer name
  • Customer email
  • Account type

Customer Investing View​

Each account row includes an action button that provides:

Trader View Access​

Click the action button to access the Customer Investing View which shows:

  • Real-time account performance in platform view
  • Current open positions, Pending Orders, Closed Positions, Trading Metrix
  • Price Chart
  • Financial summary statistics