Updating client account details

Certain fields on a client account can be modified. These fields include:

• Account Name
• Partner Key (External Reference)
• Risk Profile

To update account details, users should follow these steps:

• Navigate to the client tree (1) and locate the specific client whose account details you wish to update (2).
• Once the client is selected, proceed to the accounts tab (3) and click on 'Overview' (4).
• In the overview section, you will see a list of all the end client's accounts. Click on the three dots (5) relating to the account you wish to update.
• Select "Edit Account Details" (6) from the menu.

Please refer to the screenshot below for a visual guide of these steps.

At present, only partner users with trading rights (authorized dealers) can modify these fields within the platform.