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 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.
Step 2: click Add Account.
Step 3: Enter a new Account Id and click the Add Account button.
Important: the Account Id must be unique and match the exact Account 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