CIX Markets. Where the client comes first.

System Overview Part 10

SECTION 10: ACCOUNT

CHANGE PASSWORD

Users are encouraged to change their passwords regularly and to use hard-to-guess passwords (i.e. alphanumeric passwords, consisting of both letters and numbers) to increase the password security.

CixTrader_Figure133_SelectingChangePasswordFromTheSettingMenu

Figure 133 – Selecting Change Password from the Setting Menu

To change the password, users need to:

  1. Select Change Password from the Settings menu.
CixTrader_Figure134_ChangePassword

Figure 134 - Change Password Box

Next

2. A Change Password box will pop up that requires some details to be filled in.

i. Enter the current password into the Current Password text field.
ii. Enter the new password into the New Password text field.
iii. Re-enter the new password into the Re-Enter New Password text field.
iv. Click on the “Submit” button to continue.

CixTrader_Figure135_SuccessfulPasswordChange

Figure 135 - Successful Password Change

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  1. Click the “Close” button after the password has been changed successfully.
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ACCOUNT SUMMARY

Users can review their current portfolios and  account information on  the  “Account Summary” panel.   The Account Summary Panel can be opened by:

  1. Clicking View > Account Summary from the menu bar.
  2. Clicking the Account Summary button on the toolbar.
CixTrader_Figure136_AccountSummaryPanel

Figure 136 - Account Summary Panel

Users can view the account summary of any trading day by:

–     Clicking on the “Trading Day” button to activate a calendar dialogue box and selecting the

i. Year
ii.  Month
iii. Date

Once the date information is selected, the account summary of that date will be shown on the account summary panel.

CixTrader_Figure137_CalendarDialogueBox

Figure 137 - Calendar Dialogue Box

SHOW STATEMENT

CixTrader_Figure138_AccountSummaryPanelForASpecificDate

Figure 138 - Account Summary Panel for a Specific Date

Click on the Magnifying Glass  (show statement) icon to display the account statement of the specified trading day.

CixTrader_Figure139_AccountStatementForASpecificDate

Figure 139 - Account Statement for a Specific Date

A printable statement is generated in a new panel, showing all the open and closed positions from that date and a summary of the finances in the account.

MARGIN WITHDRAWAL

Users can use the account summary panel to withdraw margin. This can be done by:

  1. Clicking on the Withdraw Margin (Withdraw Margin) icon to withdraw money.
CixTrader_Figure140_WithdrawMargin

Figure 140 - Withdraw Margin - Account Details

Next

2. Type in the SWIFT Code and Bank Account number of the account where the money is to be deposited.
3. Enter a withdrawal amount. (The minimum withdrawal amount is 1,000 USD
4. Click on the “Submit” button to continue.

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CixTrader_Figure141_ConfirmMarginWithdrawal

Figure 141 - Confirm Margin Withdrawal

5. Click on the “OK” button to confirm the withdrawal.

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CixTrader_Figure142_WithdrawMarginSuccess

Figure 142 - Withdraw Margin Success

  1. Click on the “Close” button to dismiss the success confirmation.
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