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Manage Clients/Funds/Traders

The functions in the Manage Clients menu allows Advisors, Brokers and Proprietary Trading Group STL Account Master Users to manage and configure client/fund/trader accounts.

Advisors and Brokers access this as the Manage Clients menu.

Multiple Fund Investment Managers access this as the Manage Funds menu.

Proprietary Trading Group STL Account Master Users access this as the Manage Traders menu.

Your account structure determines which second-level (blue menu) and third-level menu items you will see.

Some menu items are also available in the Manage Account menu if you can apply those functions to your master account only. The functions in the Manage Clients/Manage Funds/Manage Traders menus are ONLY for Master Users to manage and configure client, fund and authorized trader sub accounts.

This chapter includes the following topics: