Tasks
Provisioning Live Accounts
Creating funded accounts for traders
Provisioning Live Accounts
After a trader passes review and KYC, they appear in Awaiting Live. This is where you provision their funded trading account.
Provisioning Process
To provision a funded account:
- Select Platform - Choose the trading platform/server group
- Set Account Size - Confirm the funded account balance
- Configure Rules - Apply the funded phase tracker settings
- Create Account - Generate login credentials
- Notify Trader - Send credentials and welcome information
Account Configuration
Key settings to configure:
- Starting balance
- Leverage
- Allowed instruments
- Trading hours
- Rule parameters (drawdown limits, profit targets, etc.)
Platform Groups
Different server groups may be used for different account sizes or trader tiers. Ensure you select the appropriate group for each account.
Credentials Management
Securely generate and deliver trading account credentials to the trader. These are typically sent via email with instructions for first login.