Account Operations
Guide to Extended account operations including balances, positions, subaccounts, transfers, collateral management, portfolio history and trading activity.
Accounts and Subaccounts
Extended organises trading activity around accounts and subaccounts so users can separate strategies, collateral and risk. Portfolio data brings together balances, positions, funding, realised and unrealised PnL and transfer history.
Transfers and Collateral
Transfers between subaccounts can be used to reposition collateral without leaving the trading environment. Available balance depends on the account’s collateral composition, open positions, PnL and applicable risk parameters.
Monitoring Account Health
Before moving collateral or increasing exposure, review equity, available balance and margin requirements. The Portfolio page is the central place to inspect account value, positions and historical activity.