Investor Account Properties

Core account facts and the controls available on an investor.

For admins

The Properties tab on an investor account holds its core facts and the same kinds of controls available on a master, scoped to an investor.

Investor Properties tab
Properties on an investor account.

What You Can Review and Do

  • General information — login, platform, balance, equity, credit, leverage, currency, and status.
  • Rights and visibility relevant to an investor account.
  • Reset password — generate and email a new trading-account password.
  • Change account type — when the account is clear of subscriptions, positions, and payouts.
  • Archive account — close positions, cancel subscriptions, and settle fees.

Reset, change-type, and archive are mutating actions on a real account — use them deliberately, and avoid triggering them on shared records.

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