Account Properties

Set up options that clients can apply or configure for their master and investment accounts in the Web UI

Use these toggles to control which actions are available for master and investor accounts in the Web UI.

Account Properties

Minimum Deposit

Displays the Minimum deposit section in master account details in the Web UI and enables master account owners to assign minimum deposits to their accounts. If disabled, the section is hidden.

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Subscription Code

Displays the Subscription code section in master account details in the Web UI and enables master account owners to assign subscription codes to their accounts. If disabled, the section is hidden.

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Reset password for Master account

Displays the Reset Password button on the Settings page in master account details in the Web UI and enables master account owners to change passwords of their trading accounts via the Web UI. If disabled, the button is hidden.

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Reset password for Investor account

Displays Reset Password button on the Settings page in investment account details in the Web UI and enables investors to change passwords of their trading accounts via the Web UI. If disabled, the button is hidden.

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Deposits/Withdrawals button

Applicable to standalone solutions only

Displays the Transfer button on account cards in the Web UI and enables clients to deposit or withdraw funds to/from their master and investment accounts. If disabled, the Transfer button is hidden on account cards preventing the options for depositing or withdrawing funds.

This option doesn't affect the display of the Transfer menu that clients can use to transfer funds to or from their master and investment accounts in the Web UI.

The best practice for managing operations that clients can make on their accounts is the combined use of the visibility option Deposits/Withdrawals button and permissions (such as Deposit, Transfer deposit, Withdraw, and Transfer withdraw) assigned to the products based on which master and investment accounts are created.