1.2.1 Creating a sub account

When logged in, select “Sub-account” in the drop down under your shown logged in credentials in the top right hand corner of the dashboard.

Next select the purple “Add Sub-account” button on the left side. A pop-up window will appear, please input the name you want for the sub account and select the “Margin Type”, your sub account has then been created. If you already have sub accounts and want to add another one, the pop up will have the option to go into one of your accounts, or you can select “sub-account management” at the bottom of the pop up which then takes you to the screen shown here.