Accounts
View and manage all client accounts, check balances and account types, and access detailed info and transactions. Use bulk balance updates via CSV for multiple accounts at once
On this page, you can find a complete list of client accounts.
To view the accounts of a specific client, go to the Accounts tab on the client details page.
General information
The following information is provided about each client account:
Account ID
The identifier of an account in the system.
Account number
The account number.
Client ID
The identifier of an account owner.
Client name
The name of an account owner.
Client status
The current status of an account owner’s profile in the B2CORE UI.
The email address of an account owner.
Tags
The tags assigned to an account owner that are used to navigate the client list displayed to Back Office administrators.
Phone number
The phone number of an account owner.
Country
The account owner’s country.
Company
The account owner’s company.
Product
The product specified for an account.
Platform
The platform on which an account is opened.
Type
The account type:
Personal
Trade
Demo
Partner
Liquidity
Currency
The account currency.
Leverage
The account leverage.
Balance
The total balance on an account, in the account currency.
Balance (USD)
The total balance on an account, in USD.
Balance (EUR)
The total balance on an account, in EUR.
Hold amount
The amount of locked funds on an account.
Free funds
The amount of available funds on an account.
Equity
For MetaTrader accounts, the account equity.
Free margin
For MetaTrader accounts, the account available margin.
Internal client type
For internal use: the internal category assigned to a client.
Client verification level
The verification level obtained by an account owner.
To deposit funds to multiple client accounts at once, click the +Update balances button located in the upper-right corner of the page, and then upload a CSV file including the required data (for details, refer to How to update balances).
To view the account details, select an account and click the Edit button.
Details
The detail page contains the following tabs:
Account — on this tab, you can find the details about an account, assigned access permissions and the account owner
Transactions — on this tab, you can filter transactions by their type (the fields displayed on this tab are described in the corresponding sections of this guide)
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