How to Create Brokerage Account

NOTES:
If you do not have an existing Futures Broker, please create one by following this steps: How To Create Futures Broker
If you do not have an existing Futures Market, please create one by following this steps: How to create a new future market
If you do not have an existing Trader (Sales Representative), please create one by following this steps: How to Add a Sales Representative type Salesperson

Please Follow to below steps to create a brokerage account. 

1. Go to Risk Management > Maintenance Section > Brokerage Accounts
   
   
   
   
2. In Search Brokerage Accounts Screen, click New Button
   
3. In New Broker Account Screen, populate details:
    - Select Broker name from the broker dropdown
    - Enter the account number of the selected broker
    - Select instrument types
    - Select the Market name where the selected broker deals
    - In Trader/Salesperson Panel, select the Trader
    - In Commission Detail Panel:
            + Enter the Market Name
            + Populate the Effective Dates
            + If the instrument type is Futures then the the futures rate Type ( Round turn or Half Turn) , Futures commission and Future currency
            + If the instrument type is option then the Options rate type (Round turn or Half Turn), Options commission and option currency.
   
   
   
4. Click Save Button.