If you would like specific accounts to be restricted to ordering within a specific budget, you can use the following settings for that account:
(to access the SETTINGS, click on an account under Trade Accounts and click on the Settings tab)
- You can set a maximum budget allowed per order - e.g €100 would limit the user from ordering anything over €100
- You can set a maximum budget per month or quarter - e.g. €500 for a month would limit the user to making orders that go over €500 in total for the month
Setting budgets for sub-accounts
For sub-accounts, you can set the budgets at the sub-account level or the master account level.
If the setting is at the master account level, the budgets apply to all sub accounts. If the setting is at the sub-account level, the setting only applies to that specific sub-account.