Account

The Account screen shows your account balance, payment history, and financial ledger in one place.

Balance

Balance is the amount left in your AutoTrader Web account. The Balance tab shows four cards:

Card	Meaning
Balance	The amount left in your account.
Awaiting Approval	The total payment that is pending approval.
Total Lifetime Billing	The total amount billed to your account so far.
Total Savings (Discount)	The total discount you have received.

All of these terms are explained in detail on the pricing page.

Payment

Our payment process works a bit differently. It is explained in detail on the pricing page.

This tab lets you add a payment request to the system. Normally you do this after you have made a payment to us using one of the payment options.

The request may be auto-approved by our system so you can use the funds quickly, or it may go into the awaiting approval status.

License

This tab shows the licenses for all of your trading accounts.

• Non-live accounts are shown as non-billable.
• You will see expiry dates for all accounts.
• The table is sorted in ascending order of license expiry date.

Column	Meaning
Id	The account login id.
Expiry	The licence expiry date.
Live	Whether the account is live.
Nickname	The nickname (pseudo account) of the account.
Broker	The broker for this account.
Comments	A plain-language status, such as “Expiring in N days”, “Expiring today”, “Expiring tomorrow”, “Account expired”, or “Non-billable”. Expired rows are shown in red, and rows expiring within 7 days in amber.

You can export the list to Excel or CSV.

Note: An account is recharged only on its next use after it expires. Read more on the pricing page.

History

This tab shows all of your past payment requests.

Column	Meaning
Id	The payment request id.
Date	The payment date.
Method	The payment method used.
Status	The payment status (rejected requests are shown in red).
Amount	The payment amount.
Ref. No.	The last 4 characters of your payment reference number.
Remark	A note about the payment.

You can export the history to Excel or CSV.

Ledger

This is your financial ledger. It lists every credit and debit made in your account.

Column	Meaning
Id	The transaction id.
Date	The transaction date.
Category	The transaction category.
Type	DEBIT (shown in red) or CREDIT (shown in green).
Amount	The transaction amount.
Bal. Before	Your balance before this transaction.
Bal. After	Your balance after this transaction.
Remark	A note about the transaction.

You can export the ledger to Excel or CSV.