Register Multiple Accounts in Bulk

After downloading, modifying, and saving the Excel template, you can use it to upload the account information into Registration Center.

1. Click My Accounts. The My Accounts page opens.
2. Select one or more suppliers of the same registration type (Exchange or MetaTrade) in the left panel.
3. Click the icon above the account table. The Import Accounts dialog box opens.

   

4. Click the icon.
5. Navigate to the Excel template that contains the account information and select that file.
6. Click Continue. The Add New Accounts dialog box opens and displays the accounts from the imported file.

   Tip: If information is missing, a red X will be shown in the Valid column. Hover over the X to display the error. You must fix these records before you can register the imported accounts.

7. Click the Effective Date field to modify the date when these business processes will be active (optional).
8. Click Register. A confirmation message displays.
9. Click OK.