Your company may wish to use a standard template for assigning groups, clearing identities, and fee plans. Conveniently copy the settings from another account by using this feature to save time.
How to Quickly Copy Settings From Another Account
Step 1: To quickly copy the settings from one account to another, navigate to the "Accounts > Overview" page of the account you would like to update.
Step 2: Choose the correct account you would like to adopt settings from and click "Copy".
Step 3: You will be directed to the Copy Settings page, where you can verify which data will be copied, as well as the current and new values.
The start date for trade & recurring fee plans, as well as payout plans will be in effect from the first day of the month the account was either created or the earliest trade date received (whichever is first).
Manually Creating an Account
The "Copy Settings From" feature also appears when manually creating a new account on the "Accounts" page, after clicking the Add Account link.
