Editing trading accounts

You can edit a trading account if required. For example, edit an account to provide information that is missing from your data feed.

Note: You cannot edit the account name, account key, or parent account key for an account.
To edit a mapped account:
  1. Navigate to the Customize workspace and select the Account Mapping tab
  2. In the accounts list, click the Action button for the account that you want to edit, then select Edit.
    The properties dialog opens.
  3. To modify the parent account:
    1. In the Parent Account field, click the Select button .
      The Select Account dialog opens.
    2. Locate and select a parent account company, then choose OK.
      The Select Account dialog closes.
  4. In the Account Key field, enter the account number.
  5. In the Trading Group drop down, select the data provider for account.
  6. To modify the institution that the account is mapped to:
    1. In the Company field, click the Select button .
      The Select Company dialog opens.
    2. Locate and select the company to map the account to, then choose OK.
      The Select Company dialog closes.
  7. Make changes to the holding, then click OK.
    The properties dialog closes.
The account is updated and saved.