Support Center

1.2.1 Creating a sub account

August 17, 2020

When logged in, select “Sub-account” in the drop-down under your shown logged-in credentials in the top right-hand corner of the dashboard.


Next, select the purple “Add Sub-account” button on the left side. A pop-up window will appear; please input the name you want for the sub-account and select the “Margin Type.” Your sub-account has then been created.


If you already have sub-accounts and want to add another one, the pop-up will have the option to go into one of your accounts, or you can select “sub-account management” at the bottom of the pop-up, which then takes you to the screen shown here:



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