Company Overview

In the Setup application, a "company" represents an actual company (e.g, FCM, investment firm, etc.) or division of a company. Each company can have one or more administrators with varying permissions.

For example, an FCM can have administrators who are able to create and assign accounts and exchange credentials, or a buy side investment firm can have administrators who are able to create users who ultimately trade with accounts and exchange credentials provided by the FCM.

As a company administrator, use the Company Settings tab in the left navigation pane to administer the various company-level options available for your users.

On this tab, you can access the following:

When you click Company Settings in the left navigation pane, the tabs on the Settings screen are displayed: