Account Setup

Configure your Trading Platform account for optimal security and a personalised trading experience. This guide covers all essential settings.

Accessing Account Settings

Navigate to your account settings using one of these methods:

• Click your avatar in the top-right corner → Settings
• Use the keyboard shortcut Ctrl/Cmd + ,
• Navigate directly to /settings in your browser

Security Settings

Protecting your trading account is paramount. Configure these security features immediately after registration.

Two-Factor Authentication (2FA)

Two-factor authentication adds an extra layer of security by requiring a code from your mobile device in addition to your password.

Setting Up 2FA

1. Go to Settings → Security → Two-Factor Authentication
2. Click Enable 2FA
3. Choose your preferred method:
   • Authenticator App (Recommended) - Google Authenticator, Authy, or 1Password
   • SMS - Text message codes (less secure)
4. Scan the QR code with your authenticator app
5. Enter the 6-digit code to verify setup
6. Save your backup codes - Store these securely offline

Password Management

Maintain a strong, unique password for your trading account.

Password Requirements

• Minimum 12 characters
• At least one uppercase letter (A-Z)
• At least one lowercase letter (a-z)
• At least one number (0-9)
• At least one special character (!@#$%^&*)

Changing Your Password

1. Go to Settings → Security → Password
2. Enter your current password
3. Enter and confirm your new password
4. Complete 2FA verification if enabled
5. Click Update Password

Session Management

Monitor and control active sessions across your devices.

Profile Settings

Personalise your account information and display preferences.

Personal Information

• Display Name - How your name appears in the platform
• Email Address - Primary contact (requires verification to change)
• Phone Number - Optional, used for SMS 2FA if enabled
• Timezone - Important for accurate market hours display

Display Preferences

Trading Preferences

Configure settings that affect how you trade and view market data.

Default Order Settings

Set default values to speed up your order entry process.

Risk Management Settings

Protect your capital with these built-in risk controls.

• Maximum Position Size - Limit the largest trade you can place
• Daily Loss Limit - Trading paused after reaching this threshold
• Maximum Open Positions - Limit concurrent trades
• Require Stop Loss - Block orders without a stop loss

Chart Preferences

• Default Chart Type - Candlestick, Bar, Line, or Area
• Default Timeframe - Your preferred analysis timeframe
• Grid Lines - Show/hide price and time grids
• Crosshair - Full, marker only, or none
• Auto-Save Drawings - Preserve chart annotations

Notification Settings

Stay informed about your trades and market events without being overwhelmed.

Notification Channels

Configurable Alerts

• Trade Execution - Order filled, modified, or closed
• Price Alerts - When instruments reach specified levels
• Margin Warnings - Low margin notifications
• Market Events - Economic calendar notifications
• System Status - Maintenance, downtime alerts

Broker Connection Settings

Manage your connected broker accounts and connection preferences.

Managing Connections

1. Go to Settings → Broker Connections
2. View all connected accounts with their status
3. Click Manage to edit or remove a connection
4. Use Add New Broker to connect additional accounts

Connection Options

• Auto-Reconnect - Automatically reconnect if disconnected
• Sync Interval - How often to sync positions and balance
• Default Account - Primary account for new trades

API Settings

For developers who want to integrate with the Trading Platform API.

API Keys

1. Go to Settings → API Access
2. Click Generate New API Key
3. Set permissions:
   • Read - View account data, positions, history
   • Trade - Place and modify orders
   • Withdraw - Not available via API for security
4. Copy and securely store your API key and secret

Account Setup Checklist

Use this checklist to ensure your account is properly configured:

• ☑️ Two-factor authentication enabled
• ☑️ Strong, unique password set
• ☑️ Backup codes saved securely
• ☑️ Timezone configured correctly
• ☑️ At least one broker connected
• ☑️ Risk management limits configured
• ☑️ Notification preferences set
• ☑️ Trading preferences customised

Next Steps

With your account configured, continue exploring the platform:

• Platform Tour - Explore all features and tools
• Your First Trade - Place your first order
• Trading Interface - Master the trading view
• API Quick Start - Integrate with our API