Working with Account Picker (Add-on)

To open Account Picker directly from a trading application, right-click the title bar or click F11. When you open Account Picker this way, changing accounts applies only to that window.

To change accounts

Click the account on the title bar of the trading application window, then click OK. The account in use is in italic font.

Search for accounts in the Find Account field at the top of the window. This is helpful when you have a long list of accounts.

 

On Orders and Positions, the Account Picker is opened using the Account filter. On that window, Account Picker can be resized by dragging the window border.

To change the accounts listed on Account Picker

Click the Filter button on the picker, then select the check boxes to choose which accounts to include in the Account Picker list.

If you try to hide the selected account, it remains displayed. In order to hide it, you first need to change accounts (click the account then click OK).

The Filter window also includes a search field. If you search for “ma”, any word that includes “ma” is displayed in the results. If you would like the search to match only the beginning of the word, click the Filter from beginning of names check box.