Settings
When to use this screen
Trader Identity, Profile, Security, Trading access, Appearance (?tab=). Getting-set-up panel at top. Payments tab redirects to Billing.
Who can open it / who to ping
Every trader. Broker password reset is here (Logins popover too).
Find the record
Rail Settings or user menu Account settings.
Happy path
- Identity: KYC start/restart.
- Profile: names as they should appear on KYC.
- Security: change password, OTP toggle.
- Trading access: active accounts / broker password reset.
- Appearance: theme only.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Change password | Rotation | Login |
| Toggle OTP | 2FA | Login |
| Reset broker password | Platform login | Tradovate/etc credentials |
| KYC start/restart | Identity | Same as Compliance |
If this fails
- Forgot password page is legacy and emails reset — Settings is the in-app change.
- Broker reset missing: no broker user yet.