Account Management

Back office functions include user account management, settlements, clearances, record maintenance, regulatory compliance, accounting, and IT services. Trading system user account management is a process to manage client information and controls the accessibility and roles of user accounts.

Click the Account tab at the top-left corner of the application. Then, expend Account -> AccountDetails -> Change Password. A change-password form is displayed in the main window. Input the Old Password and the New Password (including a re-enter) and then click the Save button.

If you input everything correctly, a password changing ok message box pops up. That means you have successfully change the password.

Click the Account tab at the top-left corner of the application. Then, expend Account -> AccountDetails -> Update Account. Your account information is displayed in the main window. Make any necessary changes and click the Save button.

Click the Account tab at the top-left corner of the application. Then, expend Account -> License -> License Details. The detailed license information is displayed in the main window, including license fee and license period. The information is read-only.

Click the Account tab at the top-left corner of the application. Then, expend Account -> License -> My License Status. Your license status information is displayed in the main window. The information is read-only.

Click the Account tab at the top-left corner of the application. Then, expend Account -> License -> Purchase License. A license purchasing page is shown in the main window. Click the BuyNow button.

A PayPal login page is loaded in the main window. From now on, it is between you and PayPal. After logging in PayPal, follow the on-screen instructions to make payment. Your account and license status will be updated instantaneously. Then you can access all the FinPricing features for the license period.

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