Account Sync

Account Sync finds accounts that are still active on the broker but not active in the CRM.

Use it to identify accounts that may need bulk-disable action after status drift.

What the Page Does

Account Sync compares broker-side active accounts against CRM account state. It helps find accounts that remain enabled on a trading platform after the CRM considers them inactive, failed, closed, or otherwise not live.

Key Controls

• Platform chooses which configured broker/platform to inspect.
• Live Environment switches between live and non-live account checks where supported.
• Fetch Active Broker Accounts starts the comparison.

Review Guidance

Use this page after migrations, failed close actions, broker outages, or support reports that a trader can still trade on an account that should be disabled.