Accounts

Accounts

Setting account restrictions

Per account, administrators can use the Restrictions tab to restrict whether users can manually update positions on the account or use the account to submit certain order types. These restrictions also apply to the account's child (sub) accounts and are enforced even if the account is shared with another company. When an account is created, the restriction options are set to Deny by default. When an account is cloned, the same restrictions are set for the cloned account.

To set account restrictions:

  1. Select an account and click the Restrictions tab.
  2. To apply all order and trade permissions (restrictions) to the account, verify that the Apply Restrictions checkbox is checked in the General section. This is the default setting.

    Note: When Apply Restrictions is checked (enabled), selecting Deny in the Account Restrictions section will restrict any user from using the related functionality in this account or any of its sub-accounts regardless of the user's specific settings. All account permissions are set to Deny by default.

  3. In the Account Restrictions section, click Allow All or Deny All to allow/deny all order permissions for the account, or click Allow or Deny for each order permission:
    • Submit Block/Cross Orders — Determines whether a user can submit block or cross orders with this account.
    • Submit DMA Orders — Determines whether the user can submit orders via direct market access with this account.
    • GTC/GTDate — Determines whether the account can be used to submit Good til Cancel and Good til Date orders.
    • Market — Determines whether the account can be used to submit Market orders. When Deny is selected, the user cannot submit any Market order types, including: Stop Market, Market If Touched, or Market-To-Limit.
    • Autospreader — Determines whether the account can be used to trade synthetic spread strategies on an Autospreader SE server.
    • Aggregator — Determines whether the account can be used to submit orders for aggregated instruments.
    • ADL — Determines whether a user can submit an order via an ADL algo using this account.
    • Mobile — Determines whether the account can be used to submit orders using a mobile device.
    • TT Synthetic Order Types — Determines whether a user can submit TT synthetic order types.
    • TT Timed — Determines whether a user can submit a TT Timed order with this account.
    • TT Stop — Determines whether a user can submit a TT Stop order with this account.
    • TT If-Touched — Determines whether a user can submit a TT If-Touched order with this account.
    • TT Trailing Limit — Determines whether a user can submit a TT Trailing order with this account.
    • TT With-A-Tick — Determines whether a user can submit a TT With-A-Tick order with this account.
    • TT OCO — Determines whether a user can submit a TT OCO order with this account.
    • TT Bracket — Determines whether a user can submit a TT Bracket order with this account.
    • TT Iceberg — Determines whether a user can submit a TT Iceberg order with this account.
    • TT Retry — Determines whether a user can submit a TT Retry order with this account.
    • TT Timed Slice — Determines whether a user can submit a TT Timed Slice order with this account.
    • Update positions (e.g., create manual fills) — Sets whether the position in this account can be updated manually.
  4. In the Additional Permissions section, click Allow or Deny to set whether positions can be manually updated in the account.

    The default is Allow and positions can be manually updated. Click Deny to prevent manual fills or position updates to the account.

    Note: This setting restricts manual position changes on the account and does not restrict automatic Start of Day (SOD) position updates.

  5. Click Save Changes.