There are two ways accounts are created in PropReports: automatically when data is uploaded or manually by a SuperUser.
Automatic Account Creation
Whenever PropReports receives data for an unrecognized account a new account is created. For accounts automatically created, trade fee and recurring fee plans will still need to be assigned.
Manual Account Creation
You can also create an account manually by following the steps below:
Step 1: Navigate to the "Accounts" page and click "Add Account."
Step 2: Enter a new Account Id and click the "Add Account" button. The Account Id must be unique and match the exact Account Id used by your vendor.
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