There are two ways accounts are created in PropReports: New accounts can be created manually or automatically when data is uploaded or manually.. Please read the steps below for more information on how to create a new account in PropReports.
Automatic Account Creation
Whenever PropReports receives data for an unrecognized account, a new account is will be created. For accounts automatically created , trade fee and recurring fee plans accounts, you will still need to be assignedassign trade fee schedules and recurring fee plans.
Manual Account Creation
You can also create an account manually by following the steps below:
Step 1: Navigate to the " Accounts" page and click ".
Step 2: click Add Account."
Step 23: Enter a new Account Id and click the "Add Account" button. The
Important: the Account Id must be unique and match the exact Account Id used by your vendor.
Step 34: PropReports will navigate automatically to the "Accounts > / Overview" page page. Here you will be able to edit the Accountaccount'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