Page History: Setup Accounts
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Page Revision: 2011/06/23 13:28
Setup Accounts
The Setup area is where administrators can setup and edit risk and account
information.
A list of all current accounts is displayed. To create a new account, click the link at
the top of the screen. You can also click to view a list of deleted accounts.
Enter the information for the new account:
| Account | The account number that gets sent to the exchange. This |
| Firm - The firm that the account belongs to. This must be the |
| Name - The name of the account. This will appear in the account |
| Display Name - Name that gets prefixed to the account name displayed in |
| Enabled - Whether the account is enabled or not. If it is not enabled, |
| Allow Order Routing - Allows API applications to specify different exchange rules |
| Account Mode - Three risk modes to choose( need link to explain differences) |
| Max Clip Size - The maximum size order that can be placed for the |
| Max Position - The maximum position allowed in any market for the |
| Max Pit Trades - The total volume (buys + sells) of pit trades allowed in any |
| Daily Start Trading Time | he time of day after which the account may start opening |
| Daily Stop Trading Time | he time of day after which this account cannot open |
| Net Liquidating Balance | his can be populated by a backoffice download or |
| P&L Warning (%) - The % of the balance used by P&L that triggers warnings |
| Allow Back Office Balance Updates | elect this if the account's balances can be updated from a |
| Allow Back Office Position Imports | elect this if the account's overnight positions can be |
| Back Office System Firm Code | irm codes can be entered here for report purposes |
| Back Office System Office Code | irm office codes can be entered here for report purposes |
| Back office System Sales Code | irm sales codes can be entered here for report purposes |
| Daily Position Rollover | elect if any end of day positions should be rolled over to |