To set up your institutional account, click on Institutional Settings on the top right of the navigation menu. If you're on the Trading screen (/trade), click on the burger-menu icon on the top-right of your browser window. Then, click on Institutional Settings.

Entity

Entity refers to the institution, organization, or company onboarded. You can find information regarding the institution’s KYC status, withdrawal limits, and company details under entity information.

To update the information on this page, account administrators must send an email to verify@equos.io.


Exchange Accounts

An entity may create and maintain multiple Exchange Accounts with different user permissions and entitlements.

Read more about that here: How to set up your Exchange Account(s) on EQUOS

Users

A User or authorized person is someone authorized to make transactions (such as deposit, withdraw, or trade) on the entity's or institution's behalf. This user has the authority to manage the entity's exchange accounts as well as its users.

Refer to How to invite a User to your Exchange Account for more details.

For further assistance or more information, please contact our Customer Support team via help@equos.io or click on the chat widget at the bottom right-hand side of the EQUOS page.

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