Your profile in the Client Portal

Your profile in the Client Portal

The Profile page displays a user personal details, information on Main account and trading accounts, and notification settings.
It consists of the following tabs: Profile (Personal data), Experience (Finance information), and Information (Information on Main account and trading accounts).

Profile 

Full information about the account holder is displayed after completing the verification form.


You can enable the following options:

  • Subscribe to FXOpen news.
  • Choose whether you want to show your email address to referrals.
  • Choose whether you want to show your information to referrals.
  • Connect social accounts to your FXOpen account. 
Сlick Update to save the changes.


Users of our new Client Portal can independently add a new phone number, as well as a contact email address to receive useful newsletters and notifications.

To do this, go to the Profile section at the top of the menu. At the bottom of the page, in the Contact details section, make the appropriate changes.



Please note: To change information such as your first name, last name, address, and the email used to log in to the portal, the procedure remains the same. Please submit a request to the customer support team, attaching valid documents.

Experience

This tab contains information about the client's trading experience and finance information like client’s annual income, declared bankruptcy, commodity exchange membership, etc.

Information

Here you can see information about Main account and trading accounts.


How to change account leverage 

  1. In the Account list, select a trading account.
  2. In the Leverage list, select leverage (if available).
  3. Click Update.

For users of our new Client Portal, to change the leverage, go to the menu section Accounts -> select a trading account -> click on the ellipsis.


Then select Edit from the drop-down menu.


Select the required leverage and click Save.


Confirm your choice by clicking the appropriate button.



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