I want to change the account type / trading style of my portfolio.

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I want to change the account type / trading style of my portfolio.

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If you have changed your account type with your broker, please update the portfolio information on Myforex. An incorrect information may cause problems in data retrieval. Also, make sure to set the correct trading style, which will be on your portfolio.

Step 1

After logging in to Client Manager, open the left sidebar and choose the portfolio to edit under "Portfolio".

After logging in to Client Manager, tap the 3 lines icon in the top left corner and choose the portfolio to edit under "Portfolio".

Display the portfolio screen
Display the portfolio screen

Step 2

You will see account details. Click "Change" for the account type or the trading style.

Go to (1) Portfolio settings and tap (2) "Change" for the account type or the trading style.

Update account details 1
Update account details 1

Step 3

Choose a new account type or trading style. An incorrect information may cause problems in data retrieval. Make sure that the account type is correct.

Choose a new account type or trading style. An incorrect information may cause problems in data retrieval. Make sure that the account type is correct.

Update account details 2
Update account details 2

Step 4

Click "Update".

Tap "Update".

Update account details 3
Update account details 3

Step 5

Once it is updated, you will see the message "Portfolio information has been updated" at the top.

Account details has been updated
Account details has been updated

作成日

Created

：2023.07.31

最終更新

Last updated

：2024.11.08

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