Trading Accounts

This is where you manage your trading accounts. Our API functions accept a pseudo account, which in turn points to an actual trading account. That account can belong to any of the stock brokers we support.

Manage accounts

On the Trading Accounts screen you can:

• Validate all accounts — click the “Validate All” button to check the login credentials of every account.
• Create an account — click the “Create” button to add a new account.
• Edit or delete an account — click on the account’s “Login Id”.
• Validate before saving — validate the account first. This confirms you have entered the correct credentials for your trading account.

Account status and “Validate All”

Each trading account shows a status. Sometimes it may show “Logged Out” or “Error”. When this happens, click the “Validate All” button.

The system then logs in to all your LIVE broker accounts and checks each one:

• If the login works, the account status changes to “LOGGED IN”.
• If something is wrong, the system shows the error message for that account. Please read it and take the corrective action.

If you are not sure what the error means or how to fix it, ask our support chatbot for help.

Columns

Each row is one trading account. A few columns stay hidden until you click Validate All or change an account’s live status.

Column	Meaning
Login Id	Your broker login (client) id. Click the pencil icon next to it to edit the account.
Owner	The owner’s email, if you have assigned one (see Owners). Hidden when no account has an owner.
Nickname	The nickname (pseudo account) you gave the account.
Live	YES or NO — whether the account is active for trading.
Login	A Login button appears here for brokers that use OAuth login. Click it to open the broker’s login page in a new tab and create a fresh session. It is blank for brokers that do not use OAuth.
Session	The login session status (for example LOGGED IN or LOGGED OUT).
Expiry	The account’s licence expiry date.
Days	Days left until expiry.
Paid	Whether the account is Paid or on a free Trial.
Broker	The broker for this account.
Platform	The broker platform the account connects through.
Id	Internal account id (useful when you contact support).
Message	The validation result message. On a failed account it also shows a “Get help with this” icon that opens the support chatbot with the error filled in. Hidden until you validate.
Valid	The validation result (SUCCESS or FAILURE). Hidden until you validate.

Buttons

Button	What it does
Create	Add a new trading account.
Validate All	Check the login of every live account and fill the Session, Message and Valid columns.
Live / Non-live	Mark the selected accounts as active or inactive.
Delete	Delete the selected accounts.
Recharge	Recharge the selected accounts for 31 days.
Reset	Clear all table filters.
Select / Deselect	Select or clear all the (filtered) rows.

Security

Credentials are stored in encrypted form in our database, so even our support staff cannot read them. To learn more, see Security.

Screen

Create Trading Account