Accounts
Account Actions
Actions you can perform on accounts
Account Actions
Propriotec provides various actions you can perform on accounts to manage trader progression, handle exceptions, and maintain platform integrity.
Reset Account
Reset an account back to its starting state:
- Clears all trades and history
- Resets balance to starting amount
- Resets tracker progress
- Keeps the same account credentials
Common use cases:
- Trader purchased a reset addon
- Goodwill reset for technical issues
- Testing purposes
Merge Accounts
Combine multiple accounts into one:
- Useful when traders want to consolidate
- Preserves trade history
- Combines balances and progress
- Requires careful consideration of rules
Adjust Balance
Manually modify account balance:
- Add or subtract funds
- Useful for corrections or compensations
- Creates an audit log entry
- Affects tracker calculations
Change Phase
Move an account to a different phase:
- Skip phases (e.g., Phase 1 to Funded)
- Move back to previous phase
- Useful for special circumstances
- Updates tracker configuration
Pause/Resume
Temporarily pause trading:
- Account remains active but can't trade
- Useful for investigations
- Can set automatic resume date
- Trader is notified of pause status