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 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
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