Save Credentials When an Account Is Created

Save the one-time trading login and passwords before closing the new-account dialog.

面向客戶

When you create a new master or investment account, your broker may show its trading login and passwords in an Account credentials dialog. Save these details before closing it. This is separate from registering an existing trading account, where you supply credentials you already have.

When the Dialog Appears

The broker must enable Show account credentials after creation for the relevant product, and the account integration must return credentials during creation. The dialog is for the newly created account; it cannot reveal the password of an existing account.

  1. Create the new account

    Start the new master or investment account flow from My Accounts, complete the required fields, and submit the account creation. If the broker and integration support the option, Account credentials appears when the account is created.

The Account credentials dialog for a newly created investment account. The example keeps both passwords concealed.
The Account credentials dialog for a newly created investment account. The example keeps both passwords concealed.

The Account credentials dialog for a newly created investment account. The example keeps both passwords concealed.

  1. Save the login and passwords

    Use the copy control beside Login, Master password, and Investor password when that field is provided. Passwords are concealed initially; the eye control shows or hides each one. Store your credentials securely before continuing.

  1. Continue the setup

    Select Done after saving your details. Closing with the × also continues the creation flow. The one-time dialog does not become a password viewer that you can reopen later.

If the dialog does not appear

The broker may have disabled the option or the account integration may not provide credentials in the creation response. Continue with your broker’s account-access instructions; do not create another account just to obtain this dialog.

If You Closed the Dialog

Use the account-access or password-reset process provided by your broker. The creation dialog cannot retrieve the original password again. An email notice in the dialog is not proof that an email has arrived; check your inbox separately.

For Administrators

The per-product switch is in Copy Trading → Settings → Web UI Settings → Account Properties, or the corresponding Mam settings. It is labelled Show account credentials after creation and is off by default. Enable it only for a supported account integration. It controls disclosure after creation; it does not change the account creation workflow.

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