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Open trading account/convert to traders

Opening the trading account

1. Once the lead is open (see tutorial here: Creating a Lead), you can also find the lead by going to the "Lead Manager"-> "Leads"-> choosing the user.

Two buttons are going to be displayed at the top of the user page: "Open a Trading Account" and "Covert to Trader". 

2. Press the button "Open Trading account".

3. Put in the password and the trading account will be open.

 

Converting the user to trader

4. Go to "Lead Manager", press on "Leads" out of the falling settings list.

5. Choose the user.

6. Convert it to trader by pressing "Convert to trader" button.

7. You can now find the user in "Traders".

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