Setting up an Account

Setting up an account involves filling out header information.  The data you enter in an account watch window creates a unique set of information about a client, a trader, or yourself.

To set up an account watch header, follow these steps:

1. Right click in the Equity window.
   
   This displays the Equity menu.
    

2. Choose Edit Header.
   
   This opens an entry box in the ACCT field.
    

3. Enter an account number in the ACCT field.
    

4. Press Enter.
   
   The entry box moves to the Name field.
    

5. Enter a client or trader name.
    

6. Press Enter.
   
   The entry box moves to the Phone field.
    

7. Enter a phone number for the client or trader.
    

8. Press Enter.
   
   The entry box moves to the Initial Equity field.
    

9. Enter the client's or trader's initial equity.
    

10. Press Enter.
    
    The entry box disappears, and the header information is complete.

For information on adding a trade, click here.