Account ID & Names

Owned by Oleg Barshay
Last updated: May 21, 2014 by Brent Bergh
1 min read

PropReports associates three separate "ids" with an account: Account Id, Clearing Id and Display Name. You can update these values from the Accounts / Overview page.

Account Id

This is a unique value used to tie your clients trading activity into PropReports (for example, the Sterling sub-account name).

(warning) Important: The Account Id must be unique and must match the Account Id PropReports receives from your vendor.

Clearing Id

The Clearing Id is the Account Id at your clearing firm.  PropReports allows for more than one account with the same Clearing Id in the case of sub-accounts.

Display Name

The Display Name is what you and the traders will see in a report. The Display Name can be set to anything (e.g. the trader's name).