Cloning Accounts

Cloning allows you to copy the authorized traders, risk settings and parameters, allowable markets, and position and trade size limits from an existing regular, group, or omnibus account to a new account (not template accounts).

A group account is cloned as a regular account. After you create the account, you can choose to add it to the group.

To clone an account

1.  Go to Accounts > Account Info.

2.  Click the Clone button. The Add New Account page opens.

3.  Enter the FCM account number, account name, and sales series.

4.  Click Save. A confirmation message is displayed.