Copying Accounts

Using existing account details as a basis, authorized users can create new accounts, changing necessary details as required.

 

  1. To copy an account:
  2. Click the Accounts tab.
  3. Search for the account to use as a basis.
  1. From the accounts list, select the Account to copy from.

Note: Accounts enabled for ICC cannot be copied.

  1. Review the Account Settings and Services (to ensure it is correct), then select Copy.

Note: Any assigned sub-accounts are not copied.

  1. In the message that appears, enter a unique account number.
  1. Select whether to create the account as Active or Inactive, then select OK.

  1. On the newly created account settings page, review and update configuration details, including Account Settings, Services, Broker Permissions, Market Type, Products.
  2. To finalize account setup and enable the account, Saveindividual sections, then select Activate ().