Login to Broker Admin Portal:

How to Add Trader

  1. In the Main Navigation Menu select Trader Info
  2. Select Add Trader
  3. Enter Username, First Name, Last Name, Email and Phone
  4. Click Save

To View and Search Trader List

  1. In the Main Navigation Menu select Trader Info
  2. Select Trader List to view all traders
  3. Use Quick Search to narrow your search
  4. To export to Excel, click on Excel Icon
  5. To show or hide columns, click on the Column Selector Icon
  6. Use the + Icon to Add Cognito Account
  7. Enter Username and Email
  8. Click Save

To Re-Create Trader

  1. In the Main Navigation Menu select Trader Info
  2. Select Trader List
  3. Hover over the row and click Re-Create Trader
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