BFS Version: 2.X
In this article we explain how an end customer makes an account application. The application is sent to an admin personal that handles the application.
For more information about the account application and the back office process, read the article Create account or account application.
- Go to the top section and choose Accounts
- Click on the button
- A Create Account Application pop-up ticket appears on the screen.
This ticket contains information about;
Account Type - the customer account is referring to which type of account the application is applied for.
Account Label - this field is an optional field where the customer can choose a suitable name for the account.
Currency - what currency the account is traded in.
- Fill in the information needed in the pop-up ticket.
- Confirm the application by clicking the Confirm button.
- A pop up message appears on the screen.
An account application has been created which appears as a separate section on the customer Overview.
- To proceed with the account application use the action menu.
- Choose the option Show Account Application.
- Fill in the form presented on th screen and press the button
to confirm the application form. - Go back to the action menu and choose Send, to send the application.
After the application has been approved the account can be used for trading.
For more information about the account application and the back office process, go to article Create account or account application.