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Create an Account Type

Applies to: Administrators, Product Managers

Account Types are templates that define the trading conditions for a group of accounts (e.g., Standard, Raw, VIP).

Create a New Account Type​

  1. Navigate to Product Settings > Account Types.
  2. Click the Create button.
  3. Fill in the general information:
    • Name: The public name (e.g., "VIP Account").
    • Currency: The default account currency (e.g., USD, EUR).
    • Leverage: The default leverage (e.g., 1:100).
  4. Configure other settings:
    • Trading Type: Often "Spot" or "Margin".
    • Commission: Enable/disable and set commission rates if applicable.
  5. Click Submit.

Create account type

Configure Symbols for the Account Type​

After creating the account type, you must define which symbols can be traded and their specific conditions.

  1. From the Account Types list, click Edit on your new type.
  2. Go to the Symbol Configurations tab.
  3. Here you can:
    • Enable/Disable specific symbols (e.g., disable BTCUSD).
    • Set Spreads: Define a custom spread for each symbol.
    • Set Leverage: Override the default leverage for specific symbols.
    • Bulk Upload: Use the "Upload via Excel" feature to update spreads for many symbols at once.