User Help System
Copying Accounts
Using existing account details as a basis, authorized users can create new accounts, changing necessary details as required.
- To copy an account:
- Click the Accounts tab.
- Search for the account to use as a basis.
- From the accounts list, select the Account to copy from.
Note: Accounts enabled for ICC cannot be copied.
- Review the Account Settings and Services (to ensure it is correct), then select Copy.
Note: Any assigned sub-accounts are not copied.
- In the message that appears, enter a unique account number.
- Select whether to create the account as Active or Inactive, then select OK.
- On the newly created account settings page, review and update configuration details, including Account Settings, Services, Broker Permissions, Market Type, Products.
- To finalize account setup and enable the account, Saveindividual sections, then select Activate (
).