How to integrate Match-Trader
Learn how to create platforms, product groups, and products to enable Match-Trader functionality in B2CORE
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.
How to create a platform for Match-Trader
To create a platform for Match-Trader:
Navigate to Products > Platforms.
Click the Create in the upper-right page corner, and then select MatchTrader in the dropdown.
In the Create platform popup, 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).
In the Available connection providers dropdown, select MatchTrader.
In the Connection dropdown, 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.
If you configure a demo platform for Match-Trader, select Yes in the Demo dropdown; otherwise, make sure that No is selected.
In the Status dropdown, select Enabled.
Click Test connection to validate the connection settings.
The 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 create a product for Match-Trader:
Navigate to Products > Products.
Click Create in the upper-right page corner, and then select:
MatchTrader — if you create a product for managing live accounts
MatchTrader Demo — if you create a product for managing demo accounts
In the Create product popup, fill in the following fields:
In the Platform Group dropdown, select Fiat.
In the Currency dropdown, select one or more currencies that you want to enable for the product.
In the Name field, enter a name that you want to use for the product.
In the Group dropdown, select the appropriate group that has been previously configured in Products > Groups.
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
Click Save to proceed.
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, andTransfer 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.
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.
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.
How to create Match-Trader accounts for clients
To create a Match-Trade trading account for a client via the Back Office:
Navigate to Clients > Accounts.
Click +Create in the upper-right page corner, and then select a client for whom you want to create the account.
On the Create account page, specify the following settings:
In the Product group dropdown, select Fiat.
In the Product dropdown, select:
MatchTrader — to create a live trading account.
MatchTrader Demo — to create a demo account.
In the Currency dropdown, select a currency in which the account must be denominated.
In the Leverage dropdown, 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.
How to archive Match-Trader accounts
Match-Trader trading accounts can be archived via the Back Office.
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:
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.
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