Articles on: Trading Accounts

Modify a trading account

Modifying an existing trading account on Traders Connect is a straightforward process. Follow the steps below to update your account details, such as changing the account name or updating the connection password.


Step-by-Step Guide to Modifying Your Trading Account


Step 1: Access the Accounts Screen


  1. Navigate to the Accounts Screen:

    • Go to the Accounts screen on Traders Connect from your account dashboard.


Step 2: Select the Account to Modify


  1. Find the Account:

    • Locate the trading account you wish to edit.

  1. Click the Pencil Icon:

    • On the right-hand side of the account listing, click the pencil icon to enter edit mode.


Step 3: Modify Account Details


  1. Go to Account Management Tab:

    • In the edit screen, select the Account Management tab.

  1. Update Account Information:

    • Change Account Name: Enter a new name for the account if desired.

    • Update Connection Password: Update the connection password if necessary.


Step 4: Save Changes


  1. Save Your Modifications:

    • After making the necessary changes, ensure you save your updates to apply the modifications to your account.


Conclusion


Modifying your trading account on Traders Connect is simple and efficient. By following these steps, you can easily update account details such as the account name and connection password. This ensures that your account information remains current and accurate, allowing for a seamless trading experience.

Updated on: 29/08/2024

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