How to integrate DXtrade

This instruction describes how to create a platform, product group, and product that are required for enabling DXtrade via the Back Office.

For managing live and demo trading accounts, it is required to configure two separate platforms and products.

Before you start configuring DXtrade platforms and products in the Back Office, make sure that a connection to DXtrade has already been set up by your account manager who is assigned the permissions to manage external connections.

How to create a platform for DXtrade

To create a platform for DXtrade:

1. Navigate to Products > Platforms.

2. Click the Create in the upper-right page corner, and then select DXtrade in the dropdown.

• 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 DXtrade or DXtrade Demo).

• In the Available connection providers dropdown, select DXtrade.

• In the Connection dropdown, select DXtrade.

1. Click Save to proceed.

2. On the Edit platform page, specify the following settings:

• In the Short caption field, you can optionally specify a short platform name.

• If you configure a demo platform for DXtrade, select Yes in the Demo dropdown; otherwise, make sure that No is selected.

• In the Status dropdown, select Enabled.

• In the Web Terminal URL, optionally specify the URL of the web trading terminal for DXtrade. If specified, the Trade button will be displayed on account cards in the B2CORE UI, enabling clients to open the web terminal by clicking the button.

1. Click Test connection to validate the connection settings.

   The checkmark displayed on the Test connection button indicates that the connection has been configured properly.

2. After the connection settings have been successfully validated, click Save.

How to create a product group for DXtrade

To create a product group for DXtrade:

1. Navigate to Products > Groups.

2. Click +Create in the upper-right page corner.

3. On the Create group page, fill in the following fields:

• In the Caption field, enter a caption that you want to use for the group.

• In the Description field, enter a group description.

• In the Type dropdown, select Default.

1. Click Save to create the product group.

How to create a product for DXtrade

To create a product for DXtrade:

1. Navigate to Products > Products.

2. Click the Create in the upper-right page corner, and then select:

• DXtrade — if you create a product for managing live accounts

• DXtrade Demo — if you create a product for managing demo accounts

1. In the Create product popup, fill in the following fields:

• In the Platform Group dropdown, select Default.

• In the Currency dropdown, select one or more currencies that you want to enable for the product.

• Set up the following DXtrade-specific settings: Auto Execution, Commissions, Financing, Limits, Margining, Spreads, and Trading, which are used to customize trading conditions on the DXtrade platform.

After the product is created, the DXtrade-specific settings can't be modified.

• In the Name field, enter a name that you want to use for the product.

• In the Group dropdown, select the previously created product group.

• In the Type dropdown, select:

  • Trade — if you create a product for managing live accounts

  • Demo — if you create a product for managing demo accounts

1. Click Save to proceed.

2. On the Edit product page, specify the following product settings:

• In the Rights and Default account rights dropdowns, select the required permissions that will be applied to the product (such as Enabled, Visible, Trade enabled, 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 Mail dropdown, Don't send must be selected. Upon creating the first account, a client receives an email with the credentials for the trading terminal. No emails are sent when subsequent accounts are created.

• In the Start amount field, specify the amount that will be automatically deposited to demo trading accounts upon their opening.

• In the Auto creation on login dropdown, 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.

• In the Status dropdown, 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.

1. Click Save to create the product.

All settings changes made on the Edit product page will directly impact how the product is displayed and functions in the B2CORE UI for clients.