SECTION 10: ACCOUNT
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.
Figure 133 – Selecting Change Password from the Setting Menu
To change the password, users need to:
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.
Figure 135 - Successful Password Change
Users can review their current portfolios and account information on the “Account Summary” panel. The Account Summary Panel can be opened by:
- Clicking View > Account Summary from the menu bar.
- Clicking the Account Summary button on the toolbar.
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
Once the date information is selected, the account summary of that date will be shown on the account summary panel.
Figure 137 - Calendar Dialogue Box
Figure 138 - Account Summary Panel for a Specific Date
Click on the (show statement) icon to display the account statement of the specified trading day.
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.
Users can use the account summary panel to withdraw margin. This can be done by:
- Clicking on the (Withdraw Margin) icon to withdraw money.