Step 1: To set up your exchange accounts, 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.

Step 2: Choose Account Management > Exchange Accounts > Create Account.

Step 3: Fill in all the compulsory information and click Confirm.

Step 4: You can manage your exchange account's details by clicking on Manage Account.

Step 5: Assign an Authorized Person to your exchange account by selecting Assign Member. Select a member to be part of your exchange account. This member must have been invited first as a user and have a verified account. You may then enable or disable different transaction types according to the user’s role.

See: How to invite a User to your Exchange Account

Click Confirm.

The member will be a part of your exchange account upon confirmation of changes. You can add, edit and remove members by going to Manage Members section.

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

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