New accounts can be created manually or automatically when data is uploaded. Please read the steps below for more information on how to create a new account in PropReports.
Automatic Account Creation
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Step 1: Navigate to the Accounts page and click .
Step 2: click Add Account.
Step 23: Enter a new Account ID Id and click the Add Account button.
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Step 3: PropReports will navigate automatically to the Accounts / Overview page. Here you will be able to edit the account's settings and fees.
Related Topics / How To
Upload a file with activity
Assign a trade fee schedule
Set a recurring fee
Manually adjust an account balance
Quickly copy settings from another account
Give a trader permission to view an account
Add an account to a group
Disable Profit/Loss computation
Set up trade and position reconciliation