Clients can't create trading accounts via the B2CORE UI

Troubleshooting trading account creation issues in the B2CORE UI caused by platform connection errors, product limits, or misconfigured settings

Problem

A client can't to create a trading account via the B2CORE UI and encounters an error.

Possible reasons

This issue may occur due to one or more of the following:

• The connection to the trading platform is misconfigured or disabled.

• The product settings prevent account creation (for example, limits on accounts or deposit requirements).

• The product currency group isn't properly mapped to the platform.

• Client-specific account limits are exceeded.

Solution

To check the required settings related to creating accounts on trading platforms:

1

Check the trading platform connection settings

• In the Back Office, navigate to Products > Platforms.

• Click the Edit button for the relevant platform to open its details.

• Click Test connection to validate the connection settings.

  • A checkmark on the Test connection button means the connection is properly configured.

  • A red Test connection button indicates errors in the settings, which will be listed.

• Correct the settings and test again until the connection is successful.

• Ensure the connection is enabled.

2

Check the setting of the related product used for creating account on a specific platform

• In the Back Office, navigate to Products > Products.

• Click the Edit button for the relevant product to open its details.

• Review the following fields:

  • Max accounts – the maximum number of accounts a client can create per currency for this product. The client may have exceeded this limit.

  • Min deposit amount (USD) – the minimum deposit required to open an account. If the client doesn’t meet this requirement, the account can’t be created.

  For more details about these settings, refer to refer to Products.

3

Verify that the product currency is assigned to the correct platform group

• In the Back Office, navigate to Products > Products.

• Click the Edit button for the relevant product to open its details.

• Go to the Currencies tab.

• Click the Edit button for the required currency.

• Check the selected group in the Platform group dropdown and adjust it if needed. These are the groups created on the respective platform. The available currency options are limited by the settings of the configured platform groups.

4

Check the limit on the number of allowed accounts in the client details

• In the Back Office, navigate to Clients > General.

• Click the Edit button for the relevant client.

• Go to the Settings tab.

• Review the fields:

  • Max Demo Trading Accounts

  • Max Live Trading Accounts

  If limits are set in these fields, they override the product settings. The client may have already reached the maximum number of allowed accounts. You can adjust the limits if needed.