Common settings #

The setup of the client terminal is made in the “Tools — Options…” menu and include setting the following parameters:

• connection to the server (Server tab)
• coverage of client positions (Coverage tab)
• dealer operations (Dealer tab)
• automatic processing of requests (Automation tab)
• signaling about system events (Events tab)

It is necessary to give the trade server address, login, and password in the “Server” tab. The “Delete account” button allows deleting manager login from the saved logins list. After the connection to the server has been established, the “Change password” button allows you to change the current password. If advanced security applies to the group of the manager being connected, it is necessary to describe the path to RSA keys, as well. To provide additional security, keys can be located on a portable data medium, for example, on a flash-memory card.

The following additional parameters of connection can be set in the “Server” tab:

• Save account information — save login, password, and internal emails between connections to the server;
• Hide online users — hide online users;
• Save week ticks — if you enable this option, the manager terminal will collect tick data by symbols weekly in the ticks.raw file. At the end of a week, the data from it will be written to a file of weekly ticks YYYY.MM.DD.ticks, and the file will be cleaned to collect information for the next week. If the option is disabled, only the last 2000 ticks will be stored, weekly data won’t be saved.

Creating a trading account #

MetaTrader Manager 4 allows the manager to add a new account to an account group for which this manager has sufficient rights. The created accounts will have zero deposit which can be completed later.

It is necessary to fill out the personal data of the account in the appearing window:

• Group — the group to which the account belongs;
• Predefined login — the account number. If this field has not been filled out when a new account is added, the server will fill it out automatically;
• Name — the owner’s name;
• Status — resident/non-resident, the characteristic of a taxable person that is defined by the principle of his/her permanent residence;
• Color — the color the information about the account will be displayed within the dealer’s window when a new trading request comes from the account owner;
• City — city;
• State — state (district, region, territory, etc.);
• Country — country;
• Address — residence address of the account owner;
• Zip-code — postal code;
• Email — emailing address;
• Phone — telephone number;
• Comment — the description;

• ID number — SIN, TIN, ITN, or other identification data of the account owner;
• Leverage — leverage;
• Tax rate — tax rate;
• Agent account — the account of the agent that services this trading account;
• Allow to change password — allow/prohibit to change password;
• Read-only (without trading) — allow to trade or to watch charts only, without trading;
• Send reports — send reports.

Passwords to access the account must be given, as well:

• Master — the main password of the account;
• Investor — the investor password of the account to be used for account monitoring without permission to make transactions;
• Phone — password for the account owner identification when trades are made by phone.

How to change an account password #

After connecting to the server you should open the Accounts tab

and choose the account on which you want to make changes. You can search for a specific login number in the bracket placed up top

When you use the search option a window will pop up after inserting the login and pressing enter key. In the case of manual search, you have to double click on the account and the same window will come up.

Now you can change the password in the Security tab

How to change Investor (read-only) password #

After connecting to the server you should open the Accounts tab

and choose the account on which you want to make changes. You can search for a specific login number in the bracket placed up top

When you use the search option a window will pop up after inserting the login and pressing enter key. In the case of a manual search, you have to double click on the account and the same window will come up.

After you check the highlighted box you will have to enter the new password and press the Change button.

How to change a Leverage on account #

After connecting to the server you should open the Accounts tab

and choose the account on which you want to make changes. You can search for a specific login number in the bracket placed up top

When you use the search option a window will pop up after inserting the login and pressing enter key. In the case of a manual search, you have to double click on the account and the same window will come up.

How to make a deposit/withdrawal #

After connecting to the server you should open the Accounts tab

and choose the account on which you want to make changes. You can search for a specific login number in the bracket placed up top

When you use the search option a window will pop up after inserting the login and pressing enter key. In the case of a manual search, you have to double click on the account and the same window will come up

You have to select the Trades window in the top-left corner of the shown window and from here you can make a deposit or a withdrawal. Just click the Deposit/Withdrawal and a suitable window will show

Can I open the trade in manager #

After connecting to the server you should open the Accounts tab

and choose the account on which you want to make changes. You can search for a specific login number in the bracket placed up top

When you use the search option a window will pop up after inserting the login and pressing enter key. In the case of manual search, you have to double click on the account and the same window will come up.

After navigating to the New Order tab you will be able to open a trade and then modify it in the Trades tab.

How to search for a specific trade #

After connecting to the server you should open the Orders tab

you can search for a specific deal by typing its number proceeding with # in the top search bracket

after pressing enter key a window will appear displaying information regarding the trade.

As we can see there is also a possibility to close and modify the chosen trade.

Finding an account #

After connecting to the server you should open the Accounts tab

Type the number of the account which interests you in the bracket which is placed on top in the Manager

After pressing enter key a window will pop up

Checking trading history on account #

After connecting to the server you should open the Accounts tab

Type the number of the account which interests you in the bracket which is placed on top in the Manager

After pressing enter key a window will pop up

in the Trades section, you need to choose the History bracket which will summon a window enabling you to select the period which interests you.

Connecting IB account to client account #

After connecting to the server you should open the Accounts tab

In the bracket called Agent account type the number of the IB account which you would like to connect to the chosen account.