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.
| Account | The account number that gets sent to the Exchange. This must be unique. T4 has an account override feature which allows you to enter an alias account here and the real account later |
| Firm | The firm that the account belongs to. This must be the same firm as the user that this account will be assigned |
| 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 | he maximum position allowed in any market for the |
| Max Pit Trades | he total volume (buys + sells) of pit trades allowed in any |
| Block Expiring Markets | he number of hours before a markets last trading date and time that this account can no longer open positions in that market. Enter 0 for no restriction, enter 24 for one day, 168 for one week. |
| 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 (%) | he % 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 |
| Commissions & Fees | hether to calculate commissions and fees for the account using the commission specified below and the firm's contract exchange fee values |
| Daily Position Rollover | elect if any end of day positions should be rolled over to |
| Daily P&L Rollover | Whether the P&L for the day should be added to the |
| Risk Management Enabled | elect if cash based pre-trade risk management is enabled |
| Minimum Balance | he minimum allowed balance for the account. If this |
| Day Trading Margin % | ercentage of margin that should be applied to day trading |
| Overnight Margin % | ercentage of margin that should be applied to overnight |
| Margin Warning (%) | he % of the balance used by margin that triggers warnings |
| Loss Limit (cash) | he maximum amount that can be lost before preventing |
| Loss Limit (%) | he maximum percentage of the balance that can be lost. |
| Loss Limit Warning % | he % of the loss limit values that triggers warnings in the |