How to integrate Match-Trader
This instruction describes how to create a platform and product that are required for enabling Match-Trader via the Back Office, as well as how to create Match-Trader trading accounts for your clients.
For managing live and demo trading accounts, it is required to configure two separate platforms and products.
Important
Before you start configuring Match-Trader platforms and products in the Back Office, make sure that a connection to Match-Trader has already been set up by your account manager who is assigned the permissions to manage external connections.
How to create a platform for Match-Trader
To create a platform for Match-Trader, do the following:
Navigate to Products > Platforms.
Click the Create button located in the upper-right corner of the page, and then select MatchTrader from the drop-down menu.
In the Create platform window, fill in the following fields:
In the Name field, enter a name that you want to use for the platform.
In the Caption field, enter a caption that will be applied to the platform in the Back Office (such as MatchTrader or MatchTrader Demo).
From the Available connection providers drop-down list, select MatchTrader.
From the Connection drop-down list, select MatchTrader.
Click Save to proceed.
On the Edit platform page, specify the following settings:
In the Short Caption field, you can optionally specify a short platform name.
From the Allow users share same accounts drop-down list, select either of two values:
Yes — to enable adding the same trading account for several clients.
No — to check whether a trading account is unique before adding it for a client.
If you configure a demo platform for Match-Trader, select Yes from the Demo drop-down list; otherwise, make sure that No is selected.
From the Status drop-down list, select Enabled.
Click Test connection to validate the connection settings.
A green checkmark displayed on the Test connection button indicates that the connection has been configured properly.
After the connection settings have been successfully validated, click Save.
How to create a product for Match-Trader
To crete a product for Match-Trader, do the following:
Navigate to Products > Products.
Click the Create button located in the upper-right corner of the page, and then select:
MatchTrader — if you create a product for managing live trading accounts
MatchTrader Demo — if you create a product for managing demo trading accounts
In the Create product window, fill in the following fields:
From the Platform Group drop-down list, select Fiat.
From the Currency drop-down list, select one or several currencies that you want to enable for the product.
In the Name field, enter a name that you want to use for the product.
From the Group drop-down list, select the appropriate group that has been previously configured in Products > Groups.
From the Type drop-down list, select:
Trade — if you create a product for managing live trading accounts
Demo — if you create a product for managing demo trading accounts
Click Save to proceed.
On the Edit product page, specify the following product settings:
From the Rights and Default account rights drop-down lists, select the required permissions that will be applied to the product (such as Enabled, Deposit, Withdraw, Visible, Transfer deposit and Transfer withdraw).
In the Max accounts field, enter an integer value to define the maximum number of accounts that clients can create when using this product.
To set no limit on the number of accounts, specify -1.
To forbid clients to create accounts, specify 0.
In the Start amount field, specify the amount that will be automatically deposited to demo trading accounts upon their opening.
From the Auto creation on login drop-down list, select either of the two values:
Yes — to automatically create trading accounts based on the product settings for all clients upon their first sign in to the B2Core UI.
No — to create trading accounts manually.
From the Status drop-down list, select Enabled.
If you want to enable additional currencies for the product, add them on the Currencies tab.
You may also want to configure the other product settings available on the Edit product page.
Click Save to create the product.
How to create Match-Trader accounts for clients
To create a Match-Trade trading account for a client via the Back Office, do the following:
Navigate to Clients > Accounts.
Click the +Create button located in the upper-right corner of the page, and then select a client for whom you want to create the account.
On the Create account page, specify the following settings:
From the Product group drop-down list, select Fiat.
From the Product drop-down list, select:
MatchTrader — to create a live trading account.
MatchTrader Demo — to create a demo account.
From the Currency drop-down list, select a currency in which the account must be denominated.
From the Leverage drop-down list, select a leverage ratio to be assigned to the account.
To create an account in B2Core using the trading account that already exists on the Match-Trade platform, select the option Create account that already exists on external platform, and then specify the existing Match-Trader account number in the External account number field.
Click Save to create the account.
The created Match-Trader account is available to the client upon navigating to Platforms > MatchTrader in the B2Core UI.
To start trading on the Match-Trader platform, deposit or transfer funds to the newly created Match-Trader account. This can be done by the admin via the Back Office (see How to create a deposit, How to create a transfer and How to create a payout to learn more) or by a client via the B2Core UI.
How to archive Match-Trader accounts
Match-Trader trading accounts can be archived via the Back Office.
Note
Only the accounts with zero balances can be archived.
If there are available funds on a trading account, transfer them to another client account denominated in the same currency as an archived account.
To archive a Match-Trader account, do the following:
Navigate to Clients > Accounts.
Select a Match-Trader account that you want to archive and click the Edit button located in the account row.
On the Edit account page, click the Actions button, and then select Archive.
Click Save to apply the changes.
The account has been marked with A, indicating that it is archived and hidden from the client in the B2Core UI. The archived accounts are unavailable for trading and depositing.
The archived accounts can be restored so that clients can use them again. To do this, click the Actions button, and then select Unarchive.