Accounts

On this page, you can find a complete list of client accounts.

To view the accounts of a specific client, switch 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.

Email

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 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)

Note

To learn about transactions made on a specific client account, switch to the Transactions tab on the client details page.