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
Whenever PropReports receives data for an unrecognized account, a new account will be created. For automatically created accounts, you will still need to assign trade feetrade fee schedules and recurring fee plans.
Manual Account Creation
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Step 3: Enter a new Account Id and click the Add Account button.
Important: the Account ID Id must be unique and match the exact Account ID Id used by your vendor.
Step 4: 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