Accounts
Accounts Overview
Managing trading accounts
Accounts Overview
The Accounts section is where you manage individual trader accounts. Each account represents a trader's journey through evaluation or funded trading.
What is an Account?
An account is a trader's instance of a plan. When a trader purchases a challenge, an account is created for them. The account tracks:
- Current phase (Phase 1, Phase 2, Funded, etc.)
- Rule compliance and tracker progress
- Trade history
- Account balance and P&L
- Status (Active, Passed, Failed, Breached)
Account vs User
Important distinction:
- A User is a person (email, name, contact info)
- An Account is a trading challenge instance
- One user can have multiple accounts
Finding Accounts
Search and filter accounts by:
- Account ID or login
- User email or name
- Plan type
- Status
- Date range
- Platform group
Account Management
From the accounts list, you can:
- View detailed account information
- Perform actions (reset, merge, adjust balance)
- Review trade history
- Check for risk violations
- Moderate social activity