How to integrate TradeLocker
Last updated
Was this helpful?
Last updated
Was this helpful?
This instruction describes how to create a platform and product that are required for enabling TradeLocker functionalities via the the B2CORE Back Office.
For managing live and demo trading accounts, it is required to configure two separate platforms and products.
After creating user groups in TradeLocker, they aren't automatically available to systems where TradeLocker is integrated. To make them visible, please contact TradeLocker support.
To create a platform for TradeLocker:
Navigate to Products > Platforms.
Click Create in the upper-right page corner, and then select TradeLocker 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 TradeLocker or TradeLocker Demo).
In the Available connection providers dropdown, select TradeLocker.
In the Connection dropdown, select TradeLocker.
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 TradeLocker, select Yes in the Demo dropdown; otherwise, make sure that No is selected.
In the Status dropdown, select Enabled.
In the Settings section, specify the name of your TradeLocker server in the Trading Server name field.
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.
To create a product group for TradeLocker:
Navigate to Products > Groups.
Click +Create in the upper-right page corner.
On the Create group page, fill in the following fields:
In the Caption field, enter a caption for the product group. This caption will be assigned to the product group in the Back Office and will be visible to clients in the B2CORE UI.
In the Description field, enter a group description.
In the Type dropdown, select Default.
Click Save to create the product group.
To create a product for TradeLocker:
Navigate to Products > Products.
Click the Create in the upper-right page corner, and then select:
TradeLocker — if you create a product for managing live accounts
TradeLocker 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 the appropriate group existing on your TradeLocker server. TradeLocker accounts created based on this product via B2CORE will be assigned to this group.
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 Name field, you can modify the product name. The name must be unique.
In the Caption field, enter a caption for the product. This caption will be assigned to the product in the Back Office and will be visible to clients in the B2CORE UI.
Leave the Leverage and Default leverage fields empty. The leverage parameter isn't applied directly to accounts on the TradeLocker platform. Instead, leverage is configured per instrument within the platform.
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).
The default rights will be assigned to TradeLocker accounts created automatically when the Auto creation on login option is triggered.
For a list of possible permissions, refer to .
In the Max accounts field, enter an integer value to define the maximum number of TradeLocker accounts that a client can create for each currency added to the product.
For example, if USD and EUR are added as currencies to the product and the Max accounts option is set to 1, the client can create one account in USD and one account in EUR based on 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, select Don't send. This option is required to ensure that email notifications in B2CORE work correctly using the designated TradeLockerUserCreated email template.
In the Start amount field, specify the amount that will be automatically deposited to demo TradeLocker accounts upon their creation.
In the Min deposit amount (USD) field, you can optionally specify the minimum deposit, in USD, required to create a TradeLocker account based on this product.
In the Auto creation on login dropdown, select:
Yes — to automatically create TradeLocker accounts based on the product settings when clients first sign in to the B2CORE UI.
No — to create TradeLocker accounts based on this product manually.
In the Agreement link field, specify a link to the document to which clients must consent in order to open TradeLocker accounts via the B2CORE UI.
In the Link info field, specify a link to a resource with additional product information, which clients can access when creating TradeLocker accounts via the B2CORE UI.
On the Currencies tab, you can review the currency associated with the product and add more currencies if necessary.
After configuring the product settings, activate it by selecting Enabled in the Status dropdown.
Click Save to create the product.
TradeLocker accounts can now be created based on the product via the Back Office or B2CORE UI. Any changes to product settings will directly impact how the product is displayed and functions for clients in the B2CORE UI.