---
title: "Trading accounts"
description: "The account list, bulk operations, balance and credit adjustments, and group management."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.callistocrm.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Trading accounts

The Trading Accounts page lists every trading account across your users, with
tools to act on many at once. Actions on a single account live on the owning
client's profile.

## The account list

- KPI cards: total accounts, live, demo, suspended, and total balance (a raw
  sum across currencies).
- Filters: owner or login search, environment (demo/live), account type,
  platform group, status, source (native vs migrated), region, and balance
  bracket. Columns are toggleable and the list exports to CSV (capped — the
  export warns when truncated).
- There is no "create account" here by design: trading accounts are created
  by traders themselves through the client-facing flow. Managers act on
  existing accounts.

## Bulk actions

Select rows (or **"Select all matching"** a filter) to open the batch action
bar:

- **"Move group"** — move selected accounts to a target platform group.
  Accounts whose environment or currency don't match the target are skipped
  and reported.
- **"Change leverage"** — apply a new leverage to all selected.
- **"Read-only"** / **"Normal"** — bulk trade-mode toggle. Read-only lets the
  trader log in and view positions but blocks new orders.
- **"Freeze"** / **"Unfreeze"** — bulk suspend/unsuspend.

Bulk runs show live progress, and partial success is normal: a failures
dialog lists any accounts that couldn't be updated, per login.

## Accounts that don't match config

For MetaTrader brokerages, a **"Misconfigured"** panel surfaces accounts whose
current platform group no longer matches your group configuration — showing
the current group next to the expected one. **"Move to correct group"**
bulk-moves them (reason required) as a background job; MetaTrader re-homes any
open positions.

MetaTrader is the source of truth for an account's current group — Callisto's
record is where the account was last placed, and this panel is how the two are
kept honest.

## Acting on a single account

From a client's profile → **Accounts** tab, each account's actions menu
offers: freeze/unfreeze, **"Adjust balance"**, **"Adjust credit"**,
**"Change leverage"**, **"Move group"**, **"Trade mode"**, **"Reset
password"** (sets a new main platform password the client uses at next
login), and **"Close account"** (suspends trading and marks the account
closed with a required reason — history is kept, nothing is deleted).

### Adjusting balance

The dialog toggles between **Deposit** and **Withdraw**, shows the account's
current balance, equity, and free margin, and previews the projected balance.
A reason is required.

**Withdrawals are limited by free margin, not balance.** Free margin =
equity − margin: it accounts for open positions and locked collateral. The
dialog blocks any withdrawal beyond it. Amounts over $10,000 require an extra
**"Confirm Large Amount"** step.

### Adjusting credit

The dialog toggles between **Add Credit** and **Remove Credit**; totals are
validated against the trading platform itself.

Credit is where bonuses live, so removing credit can collide with active
bonuses: removing more than the account's non-bonus credit cancels bonuses
oldest-first. A **"Bonus Cancellation Warning"** lists exactly which bonuses
will be cancelled before you confirm — and cancelled bonuses cannot be
restored. The $10,000 large-amount confirmation applies here too.

### Freezing

Freezing an account blocks new positions, order modifications, and new
orders. It does **not** block deposits or withdrawals.

Source: https://docs.callistocrm.io/trading-accounts/index.mdx