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Update Account Leverage

Applies to: Administrators, Account Managers

You can adjust the leverage for a customer's trading account at any time. This change can affect their open positions and margin requirements.

Update leverage

Steps to Change Leverage​

  1. Navigate to Customers > Accounts.
  2. Use the search or filters to find the specific customer account you need to modify.
  3. Click on the account row to view its details or find the Actions menu.
  4. Select Edit Account tab.
  5. In the pop-up window, select the leverage input field to update.
  6. Click Update to apply the new leverage setting.

What Happens Next?​

  • The new leverage value is applied immediately.
  • The customer's margin requirements will be recalculated based on the new leverage.
  • If the leverage is decreased, some open positions might be at a higher risk of a margin call. The system will notify the customer.
  • The change is logged in the Account's Activity Timeline.