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TT User Setup Documentation

Assigning Accounts to an Account Group

You are viewing TT User Setup Version 7.17 and higher. For earlier versions, click here

You can assign one or more accounts to a single account group from the Accounts window. To create an account refer to the Creating Accounts topic and to create an account group, refer to the Creating Account Groups topic.

To assign accounts to an account group...

  1. From the User Admin menu, select Accounts.

  2. From the Accounts window, select one or more accounts to assign to a group, and then click Assign to Account Group. This option is also available from the right-click menu.

  3. From the Assign Account Group window, select an account group and then click OK. If the account group does not exist, click New and create an account group (refer to the Creating Account Groups topic if needed). The accounts will lose any existing risk configuration and inherit the risk parameters of the assigned groups.
  4. To remove an account from an account group, select one or more accounts and then select Remove from account group.

Note: To assign risk limits to the account group refer to the Adding Account Group-Level Risk Checking.

Note: To determine which accounts are assigned to a group, you can either filter the Account Group column in the Accounts window, or open the Edit Account Group window and view the list of Associated Accounts.