View all accounts of a specific client

Learn how to view all accounts of a specific client in the Admin panel

Applicable to standalone solutions only

You can view a list of all accounts created on a given platform for a specific client in the Admin Panel, including payment accounts, master and investment accounts, along with their statuses, balances, free funds, equity, and creation dates.

To view all client's accounts:

1

Expand the Clients menu.

2

Go to User in the menu.

3

If you have several platform instances (such as MT4 or MT5), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

Select the client and click the profile identifier in the Id column to open the profile details.

You can quickly find the client by entering their email in the search box.

5

In the profile details, go to the Accounts tab.

Client details — Accounts tab

The tab lists all accounts associated with the selected client on the chosen platform, including payment accounts, as well as master and investment accounts created for copy trading, PAMM, and MAM.

To open the account details, click the number in the Account login column.

From this tab, you can also click Create in the upper-right page corner to add a new account for the client.