Accounts Management
When to use this screen
Use this for one trading account (status, flags, timeline, pause, TVT, limits, reset, permissions, notes). User-wide ban/lock is User Management.
Who can open it / who to ping
- Open: Accounts manage.
- Ping Risk for security flags; broker ops for Tradovate actions; billing before cancelling the subscription that funds the account.
Find the record
Open Admin → Accounts & Credits → Accounts Management. Filter/search; CSV export; open an account id.
Happy path
- Find the account (not just the user).
- Read status + security flags + timeline before mutating.
- Pause or lock a single account here; if the whole user must stop, go to User Management.
- Sync realtime only if the UI looks stale vs Tradovate.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Export | Ops dump | CSV |
| Details / flags / timeline | Before any mutation | Read |
| Sync realtime | Stale UI vs broker | Pulls live state |
| Change status / pause-unpause | Stop or resume this account | Trading on this account |
| Tradovate action / auto-liq / limits / FFF Pro max loss | Broker-side repair | Broker + FFF rules |
| Reset success | After a valid reset | Account continues as reset rules say |
| Revoke / add trading permissions | TOS or restore | Can/cannot trade |
| Create against active subscription | Paid but missing account | New account |
| Cancel user subscription | Stop recurring | Account may deactivate when sub ends |
| Add trading day / autoscale / recover removed | Exceptions | Rule counters / visibility |
| Notes | Handoff | Internal |
If this fails
- Pause-unpause vs User Management pause-all: this page is per account.
select_for_updatestyle conflicts: wait and retry if another admin is mutating.- Recover removed: only if product still allows; do not resurrect a TOS-closed account without Risk.